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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Taylor Hollis, CFP® CFA®
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Andrew Mason, CFP®
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Susan Gray
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Blair duQuesnay, CFP® CFA®
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Colleen Parker
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Benjamin Packer
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Gary Pulford, CTFA
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Adam Day, CFP®
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Tony Isola, CFP®
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Brianna Pintauro
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Nick Maggiulli
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Everett Taylor, CPA®
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Matthew Papandrea, CFP®
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Advisor
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Barry Ritholtz
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Patricia Hatzfeld
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Alex Palumbo, CFP®
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Sr. Advisor
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John Grayson
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Sean Russo
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Brian Rosen
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Dina Isola
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Kevin Young, CFP®
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Adam Niestradt
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Eric Smith
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Alex Messer
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Lisa Rosenstein, CPA®
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Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
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Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
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Travis Varga
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Creative Media Producer
Travis Varga
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Dylan Kluender
Dylan Kluender
Sr. Trader
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Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
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Dan LaRosa, AIF®, QPFC
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Sr. Advisor & Director of Corp. Retirement
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William Sweet, CFP®
William Sweet, CFP®
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Daniel Parra
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Sr. Creative Media Producer
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Benjamin Coulthard, CFP®
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Cameron Rufus, CFP®
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Advisor
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Bill Artzerounian
Bill Artzerounian
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Tadas Viskanta
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Advisor
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Nate Jefferson, CFP®
Advisor
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Daniel Baxter
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Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
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Adam Gock
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Alan Brockhaus, CFP®, ChFC®
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Advisor
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Angelica Andrews
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Jay Tini
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William Vaughan, CFP®
William Vaughan, CFP®
Advisor
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Catalina Castillo
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Eric Zipfel
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Sr. Advisor
Eric Zipfel
Joey  Fishman
Joey Fishman
Sr. Advisor
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Lisa Paul
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Client Service Associate
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Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
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Blake Wohlwend
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Chris Carey
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Jonathan Novy
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Sr. Advisor
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Matt Cerminaro
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Matt Cerminaro
Lauren Spears
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Client Service Associate
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Josh Brown
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Sr. Advisor
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Ben Carlson, CFA®
Ben Carlson, CFA®
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