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