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.”

Industry Experience

4+ Years

Education/Certifications

BA in Finance, MBA, University of North Dakota

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