Sean Russo

Research Associate

How I Arrived At RWM

“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.

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