Brian Rosen

Sr. Advisor

How I Arrived At RWM

“Making good financial decisions is hard. I learned a lot about markets and risk management trading for more than a decade. When my wife and I started our family, I wanted less financial volatility and more financial stability. Managing risk in the trading world felt transactional, while managing risk for our clients is more durable. That’s the attitude at RWM, and that’s how I came to join the team.”

Favorite Part Of The Job

“Forging a partnership with clients. When we help clients plan for their financial future and they succeed, so do we.”

When I'm Not Working

“When I’m away from work, you’ll find me spending time with my family. My son and daughter are growing up fast. My wife and I are trying to see as much of that as we can. When my headphones are on, I’m listening to hip-hop, and when I’m reading, it’s about living healthy. And Twitter; there’s always time for Twitter…”

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