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