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