Sean Russo

Investment Analyst

How I Arrived at Ritholtz

“I’ve followed the majority of Ritholtz Wealth content since my early days in college. I actually contacted Ritholtz for an internship a handful of years ago (even though they weren’t looking for one) but Ritholtz has always been a place I’ve dreamed of going to. During and after college, I had some experiences with investment management and most recently investment banking, which involves a lot of different areas of research. Josh threw up an Instagram post looking for someone to help with research and I gave it shot!”

Favorite Part Of The Job

“I love how intertwined I get with financial markets on a daily basis. Earnings reports, fascinating charts, volatility, there’s an infinite amount of variables that make financial markets interesting – and I get to watch and dissect these variables on a daily basis. I’m constantly learning and growing and that’s an absolute blast for me.”

When I'm Not Working

“I go to the gym most days of the week, listen to a ton of podcasts, stream a ton of shows, read lots of different content, watch and play a handful of sports and explore New York, NY on a weekly basis trying new foods and drinks with family and friends.”

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