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