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