Nick Friedman, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“I met Josh and Kris back in 2015. A few things prevented me from joining the firm back then, but I always stayed in touch and followed their education and content as a fan. After reconnecting, the stars aligned and it was finally time to come on board and be a part of the RWM story. 10 years in the making!”

Favorite Part Of The Job

“As an athlete growing up, I always loved being part of a team. I bring this same mindset to the partnerships I form with clients. I love helping people make better decisions with their money. I also find that my clients have a ton of experience to share with me as I continue to grow as a husband, a parent and a professional.”

When I'm Not Working

“My wife Kiera and I live in Connecticut with our 2 kids, Leo and Aislin who usually goes by Aisy Rae. We also have 2 dogs named Moose and Pig, an Axolotl named Winston and 9 chickens. When I am not busy tending to the Zoo, I am a huge basketball fan having played a little bit in college. Until recently, I was the Boys Varsity Basketball Coach at Briarcliff High School for 10 years and eventually when Kiera gets sick of my dad jokes, I am sure I will find my way back to a sideline somewhere.”

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