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