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