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