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