Nick Sapienza, CFP®

Advisor

How I Arrived at Ritholtz

“My career began at a firm with a culture of commissions first, clients second. I quickly realized people needed a better standard of care. Luckily, I found Josh’s blog which is probably the leading reason I developed the passion that I now have for personal finance and investing. Finding Josh led to finding Barry, then Michael, and then Ben. All of whom unknowingly played a crucial role in the development of my career as an advisor. The proudest moment of which has been joining the Ritholtz team. After reading Josh’s book, I decided to send him an email that eventually landed me here.”

Favorite Part Of The Job

“I get to work with some amazing people, both clients and colleagues. I believe people deserve objectivity without compromise and couldn’t find that in the traditional brokerage space. I realized that not only did the people at RWM share the same values, but they carried themselves with an element of authenticity that is unparalleled in this industry.”

When I'm Not Working

“I have a healthy obsession with my career, so I spend a lot of time reading and learning as much as I can. Outside of that, I spend as much time with my family as possible. We travel, fish, cook Cajun and Italian dishes, and spend lots of time on the water.”

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