Kris Venne, CFP®

Managing Partner

How I Arrived at Ritholtz

“I signed my first employment contract in this business on January 1, 2008, as a financial advisor trainee at a major wirehouse. That happened to be the brink of the Great Financial Crisis — a fascinating and humbling time to begin a career in finance.

I’ve always considered that timing a stroke of luck. It gave me a front-row seat to one of the most consequential periods investors have ever experienced and pushed me to search for voices that could make sense of it all. That’s when I discovered Barry Ritholtz and Josh Brown. Their perspectives resonated immediately.

A few years later, after more than a decade in Syracuse, my family and I were ready to return to Long Island. Around the same time, Barry, Josh, Michael Batnick, and I began working together at a firm in New York City. Nine months later, we launched Ritholtz Wealth Management — built from the ground up with the belief that transparency, empathy, and good advice never go out of style.”

Favorite Part Of The Job

“The people. I read somewhere that if you’re the smartest person in the room, you should leave that room – if that’s the case, I’m not leaving this room anytime soon. That’s true for my coworkers, as well as our clients.”

When I'm Not Working

“My wife, Lori, and I live on Long Island, just a short drive from my four co-founders — which makes it hard to ever really “clock out.” Our daughter, Juliana, is a policy analyst in Washington, D.C., where she lives with her husband, and our son plays lacrosse in college up in Rhode Island.

 

When I’m not working with our advisors and partners to grow RWM, I’m usually in the garden or plotting the next family meal. Lori and I travel as often as life allows, and in the summer, we spend as many hours as possible on the beach.”

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