William Sweet, CFP®

Chief Financial Officer

How I Arrived At RWM

“I got my clients through the Great Financial Crisis because of Josh and Barry. They were two voices of reason during a time when very little made sense. When a post for “CFP®s Wanted” went up in 2013, I responded with a resume about 45 seconds later. I finally landed a job in 2015. There was never a doubt in my mind.”

Favorite Part Of The Job

“Every morning, I log in and do my business with a tight-knit network of trained professionals. From wealth management to financial planning, to operations, to tax, to estate, to media, to content, everyone on our team fits together and is focused on serving our clients. There are no B-players, and the whole is greater than the sum of our parts. This is a special place, and it’s our responsibility to keep the train rolling as long as we can.”

When I'm Not Working

“I’m always on the clock. I can sleep when I’m dead.”

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