Kevin Young, CFP®

Advisor

How I Arrived at Ritholtz

“In 2015 I was working as a fixed income salesperson on a trading desk and I realized I wanted to have more of an impact on individuals and families, as opposed to working with large institutions. I joined a hybrid insurance/broker-dealer and began working with young families and individuals who believed that a good financial plan is the most important aspect of personal finance. After years of listening to Animal Spirits and reading/listening to Josh and Barry, I decided to reach out and see if the firm might be a fit for me and my clients; thankfully, it was a resounding yes!”

Favorite Part Of The Job

“I love helping people solve complex financial planning problems with clarity and expertise. Giving clients confidence in their plan and allowing them to truly enjoy their money is extremely rewarding.”

When I'm Not Working

“My wife Amy and I live in Rhode Island with our children, Jack, Emma and Tucker. When I’m not working, I can be found on the golf course, the beach or cheering on my kids at their activities.”

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