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