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