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