Nick Maggiulli

COO

How I Arrived at Ritholtz

“After working in litigation consulting/data analytics for 5 years, I decided to start a personal finance blog. Michael Batnick was one of my first 20 Twitter followers, and we eventually met at EBI East in November 2017. We quickly realized that Ritholtz needed someone to help with scaling operations and data science. I pitched them on my vision and the rest is history.”

Favorite Part Of The Job

“I love the fact that I’m using what I love (programming) to improve the experience for our clients and help them achieve their goals. It’s also nice that I get to work with like-minded individuals where I can be myself. I am a huge proponent of cultural fit, and the values practiced by Ritholtz resonate with me.”

When I'm Not Working

“I spend a lot of time reading, seeing friends, and with my wife in Jersey City, where we live.”

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