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