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