Ross Cohen, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“While working at other wealth management firms I started reading and listening to Michael, Ben, Josh, and the rest of the Ritholtz team’s content. It immediately resonated with me because they were constantly able to explain complex financial concepts in simple terms while using data. I believe that it is important to give the “why” behind recommendations and the RWM content was by far the best in the business. I eventually reached out to Jonathan Novy and we instantly clicked. As we talked about how RWM provides incredible value to his clients, I knew this would be the best firm for me and my clients.”

Favorite Part Of The Job

“Simplifying the complex financial lives of our clients. It is incredibly rewarding to hear the impact that we have and give them the peace of mind to navigate the uncertainties we face every day.”

When I'm Not Working

“My wife and I live in the Roscoe Village neighborhood of Chicago. You can find us dining at local restaurants, visiting art galleries, and walking around neighborhood parks with our labradoodle, Bruno. I also enjoy staying active and playing hockey.”

Education/Certifications

Bachelors of Science, University of Illinois. CERTIFIED FINANCIAL PLANNER®

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.

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