Josh Brown

CEO

How I Arrived at Ritholtz

“In 2010, I met Barry Ritholtz, and since 2011, we’ve been helping people make the most of their retirement portfolios. In 2013, we co-founded Ritholtz Wealth Management in New York City with two partners, a bank account, and some big ideas about client service, research, transparency, and accountability. Ritholtz Wealth Management is the culmination of my life’s work. I have poured every ounce of blood, sweat, tears, passion, and determination into making this place a special destination for clients and employees. That work continues day after day. When you talk to my people, you can see and hear it for yourself. Tell us your story and let’s see if we can help you.”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Daniel Parra
Daniel Parra
Sr. Creative Media Producer
Daniel Parra
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Chris Carey
Chris Carey
Advisor
Chris Carey
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Josh Brown
Josh Brown
CEO
Josh Brown
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Joe Perna, CFA, CFP®
Joe Perna, CFA, CFP®
Advisor
Joe Perna, CFA, CFP®
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Jay Tini
Jay Tini
President
Jay Tini
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Eric Zipfel
Eric Zipfel
Sr. Advisor
Eric Zipfel
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Sean Russo
Sean Russo
Investment Analyst
Sean Russo
Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
Lisa Rosenstein, CPA®
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Sr. Advisor
Benjamin Coulthard, CFP®
Alex Messer
Alex Messer
Sr. Trader
Alex Messer
John Grayson
John Grayson
Head of Post Production
John Grayson
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Andrew Mason, CFP®
Andrew Mason, CFP®
Advisor
Andrew Mason, CFP®
Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Andrew Fouch, CPA®
Andrew Fouch, CPA®
Tax Planner
Andrew Fouch, CPA®
Erika Mauro
Erika Mauro
Client Service Director
Erika Mauro
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Sr. Advisor
Nick Sapienza, CFP®
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Sr. Advisor
Matt Lohrius, CFP®
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Advisor
Nate Jefferson, CFP®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Jacobi Poesch
Jacobi Poesch
Sr. Client Service Associate
Jacobi Poesch
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Dina Isola
Dina Isola
Advisor
Dina Isola
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Adam Niestradt
Adam Niestradt
Sr. Investment Analyst
Adam Niestradt
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Callie Campanella, CFP®
Callie Campanella, CFP®
Advisor
Callie Campanella, CFP®
Nathan Gilmore
Nathan Gilmore
Estate Attorney
Nathan Gilmore
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Ross Cohen, CFP®
Ross Cohen, CFP®
Sr. Advisor
Ross Cohen, CFP®
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock