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