Susan Gray

Sr. Client Service Associate

How I Arrived at Ritholtz

Prior to joining RWM, I accumulated 15 years of experience in the financial services industry while working for another RIA.

Favorite Part Of The Job

One of the most rewarding aspects of my role is the opportunity to cultivate relationships with both clients and colleagues. I am dedicated to assisting others and fostering connections in the process.

When I'm Not Working

I love spending time with with my family. My husband and I are blessed with three wonderful children and three amazing grandchildren.

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