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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Brianna Pintauro
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Barry Ritholtz
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Josh Brown
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Andrea Diltz
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Adam Gock
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Sr. Advisor
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Callie Cox
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Alex Messer
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Sr. Trader
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Patricia Hatzfeld
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Chief Compliance Officer
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Tadas Viskanta
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Director of Investor Education
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Duncan Hill
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Creative Director
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Michael Batnick, CFA®
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Managing Partner
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Kevin Young, CFP®
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Sr. Advisor
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Nelson Crane
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Trading Research Associate
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Nick Maggiulli
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Jonathan Novy
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Nicole Samoroukova
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Nathan Gilmore
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Lauren Spears
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Daniel Baxter
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Stephanie Baszner, CFP®
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Blake Wohlwend
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Chris Carey
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Lisa Paul
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Kris Venne, CFP®
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Jacobi Poesch
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Benjamin Packer
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Lauryn Lafferty
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Erika Mauro
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Client Service Director
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Kyla Candelaria
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Client Service Associate – Corp. Retirement
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Brian Rosen
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Sr. Advisor
Brian Rosen
Gisela Warner
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Director of Operations
Gisela Warner
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Adam Niestradt
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Sr. Investment Analyst
Adam Niestradt
Dylan Kluender
Dylan Kluender
Sr. Trader
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Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
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Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
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Matt Lohrius, CFP®
Matt Lohrius, CFP®
Sr. Advisor
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Gary Pulford, CTFA
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Sr. Advisor
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Jordan D. Hanson, CFP®
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Daniel Parra
Daniel Parra
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Blair duQuesnay, CFP® CFA®
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Sr. Advisor
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Cameron Rufus, CFP®
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Advisor
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Joey  Fishman
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Sr. Advisor
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Adam Day, CFP®
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Advisor
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Tony Isola, CFP®
Tony Isola, CFP®
Advisor
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Angelica Andrews
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Paraplanner
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Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Joe Perna, CFA, CFP®
Joe Perna, CFA, CFP®
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Dan LaRosa, AIF®, QPFC
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Sr. Advisor & Director of Corp. Retirement
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Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
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Travis Varga
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Benjamin Coulthard, CFP®
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Sr. Advisor
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Susan Gray
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Sr. Client Service Associate
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Jalen Randolph, CFP®
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Advisor
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Jay Tini
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Colleen Parker
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