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.

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