Catalina Castillo

Compliance Analyst

How I Arrived at Ritholtz

“I wanted to leave the legal field for the financial industry, and was waiting for the right opportunity. When I saw there was an opening that matched my qualifications at RWM, I started researching the firm. After meeting with both Erika Mauro and Bill Sweet, I knew this was a really good fit for me.”

Favorite Part Of The Job

“I get motivation from working alongside other dedicated and hardworking colleagues. Teamwork really does make the dream work!”

When I'm Not Working

“I always kick my day off by drinking a hot cup of black coffee and listening to Les Brown’s motivational speeches or the BBC morning news. I love spending time with family and close friends and I keep active by going to the gym to clear my mind. Whenever I get the chance I love to visit MomA.

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