Matthew Papandrea, CFP®

Advisor

How I Arrived at Ritholtz

“I began my career in finance at Vanguard in 2008 before the financial crisis. I worked in several roles as a Broker, Manager and after earning my CFP® , I became a Financial Advisor. I wanted to be able to provide my clients with a more holistic approach to Financial Planning than just focusing on client investments. This led me to the bevy of blogs, podcasts and videos created by the great minds at Ritholtz. I thought of this firm as the “gold standard”; and after meeting Michael Batnick, one thing led to another and here I am. I’m excited to be a part of such a great team.”

Favorite Part Of The Job

“Building meaningful relationships with clients and helping them to achieve their goals. When they win, I win.”

When I'm Not Working

“I love spending time with my wife, Meredith, son, Mason and our Golden Retriever named Cornbread. We like to travel to the mountains and the beach in the Carolinas when we get the time. I enjoy playing old man basketball at a local church early on Saturday mornings.”

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