Alex Palumbo, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“Upon graduation from the Smeal College of Business at Penn State University, I immediately joined a wealth management firm in Philadelphia looking to help families navigate the complex world of financial services through honest advice and fiduciary responsibilities. However, I was quickly introduced to a world filled with immense inefficiencies and gaps between clients’ best interest and their brokers’ recommendations (commissions). This fueled me to find transparency in the industry and search for others that shared a similar mindset, which is how I came to follow Barry Ritholtz and Josh Brown. I joined RWM in January 2016. We were subletting offices from a millennial ran consulting firm, I was sharing an office with founder and Managing Partner Kris Venne, and our entire firm had $250MM in AUM. Since then, we’ve consistently been one of the fastest growing firms in NYC every year, managing over $5B as of Q3 2024, all through individuals and families proactively reaching out to us.”

Favorite Part Of The Job

“The ethos and methods of our firm have remained constant throughout this period of exponential growth. Portray transparent & accurate advice to the masses, they will appreciate it, and, one day, they will reach out to see how we can help. We will then help them. We build our clients comprehensive financial plans that encompass all of their hopes and dreams. We tailor each portfolio strategy in accordance with their financial plan based on their specific circumstances. We build bespoke strategies for each client based on their age, time horizon, tax brackets, tax location, ESG preferences, etc. We file our clients’ taxes. We have in-house insurance & estate planning experts. We have elite client service and trading teams. But the biggest value add we provide to our clients is comfort & piece of mind; knowing wholeheartedly that their finances are in the best possible position to achieve exactly what they want. Imagine not having to stress about the future, from a monetary & financial perspective? That’s why our clients hire us. I couldn’t be more proud of my role as a Sr. Advisor & Partner at Ritholtz Wealth Management.”

When I'm Not Working

“When I am outside of the office, I can be found in Marlboro, NJ with my wife and son.”

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.

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