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