Ross Cohen, CFP®

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.”

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