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