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