Josh Brown

CEO

How I Arrived at Ritholtz

“In 2010, I met Barry Ritholtz, and since 2011, we’ve been helping people make the most of their retirement portfolios. In 2013, we co-founded Ritholtz Wealth Management in New York City with two partners, a bank account, and some big ideas about client service, research, transparency, and accountability. Ritholtz Wealth Management is the culmination of my life’s work. I have poured every ounce of blood, sweat, tears, passion, and determination into making this place a special destination for clients and employees. That work continues day after day. When you talk to my people, you can see and hear it for yourself. Tell us your story and let’s see if we can help you.”

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