Barry Ritholtz

Chairman & Chief Investment Officer

How I Arrived at Ritholtz

Barry Ritholtz has spent his career helping people spot their own investment errors and learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often referenced by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg’s “Masters in Business” radio podcast and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009).

When I'm Not Working

When not working, Barry can be found with his wife and their two dogs on the north shore of Long Island.

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