Jonathan Novy

Sr. Advisor

How I Arrived at Ritholtz

“I began my career at an insurance company Broker-Dealer, and quickly learned that it was a terrible place to be a fiduciary. I had been reading Josh, Michael, and Barry for years, and shaped our approach to advice like RWM’s. When the opportunity came, and we had the good fortune to meet the gang, it was an easy decision for all of us. We opened RWM Chicago in 2018. It’s been the best decision of my career.”

Favorite Part Of The Job

“Very little compares professionally to earning someone’s trust over time, when they share with you the things most sacred to them. It brings equal parts privilege and responsibility. I also work with the best colleagues in the world, full stop.”

When I'm Not Working

“I live in Chicago with my wife Laura, our kids, Sam and Violet, our dog Mabel, and our cats Ruben and Butters. I love to cook, and my kids would tell you I make the best pancakes. I never miss a Manchester United game, and I am a kettlebell enthusiast.”

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