Michael Batnick, CFA®

Managing Partner

How I Arrived at Ritholtz

“I was following Josh Brown’s work, both on Twitter and the blog, and what he was talking about really resonated with me. My career began with a sales position at a life insurance company, and the things that Josh was writing about, in terms of career incentives and being a fiduciary, really resonated with me. I was lucky enough to meet him at a train station in the town we both grew up in, and the rest, as they say, is history.”

Favorite Part Of The Job

“I have a deep respect for how hard investing for the long-term is, so knowing that we’re helping people on their journey gives me tremendous satisfaction. I love the fact that we’re helping our clients achieve their goals, which is why people invest in the first place.”

When I'm Not Working

“Like most people, nothing gives me more pleasure than spending time with my family. When they go to sleep, I love to read and write. I’m very excited for my first book to come out. Big Mistakes: The Best Investors and Their Worst Investments inverts the traditional financial book. Rather than look at how Warren Buffett and other super investors built their fortune, I study their biggest mistakes and how they were able to overcome them.”

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