Matt Lohrius, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“I started my career in financial services at Vanguard’s headquarters in Valley Forge, PA—an experience that, in retrospect, gave me an incredible foundation for helping people improve their financial lives. It was also where I first discovered Barry’s blog and found that many of the ideas he shared reflected the same principles I was learning at Vanguard. After moving back to New York, I had a hard time finding a firm that matched the values and culture I believed in. By then, I was closely following the team at Ritholtz Wealth Management and was drawn to both their depth of knowledge and the authentic, client-first culture they had built. I reached out to Kris Venne, and the rest is history.
Today, I’m proud to be part of a team that leads with integrity, transparency, and a deep commitment to helping clients confidently plan for their financial futures.”

Favorite Part Of The Job

“I feel fortunate to work with exceptional people every day—both the clients I serve and the colleagues I collaborate with.”

When I'm Not Working

“My wife, Victoria, and I live in Trumbull, CT with our three children. We enjoy spending quality time with extended family and taking every opportunity we can to travel and explore new places together.”

Industry Experience

13 Years

Education/Certifications

Bachelors in Finance, Coastal Carolina. CERTIFIED FINANCIAL PLANNER®

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