Lauryn Lafferty

Sr. Client Service Associate

How I Arrived at Ritholtz

“Before joining RWM, I worked at two different RIAs, combined I have 8 years of experience working directly with Charles Schwab and BNY Mellon Pershing.”

Favorite Part Of The Job

“Building relationships and trust with the clients as they maintain and achieve their financial and personal goals. I love when clients call and share their milestones: new house, new grandbabies, and retirement.”

When I'm Not Working

“My husband, John, and I love going to Downtown Nashville to concerts, traveling, and our new favorite activity Kayaking! We recently adopted our first dog named LOLA, a FLUFFY white GREAT Pyrenees”

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