Nick Sapienza, CFP®

Advisor

How I Arrived at Ritholtz

“My career began at a firm with a culture of commissions first, clients second. I quickly realized people needed a better standard of care. Luckily, I found Josh’s blog which is probably the leading reason I developed the passion that I now have for personal finance and investing. Finding Josh led to finding Barry, then Michael, and then Ben. All of whom unknowingly played a crucial role in the development of my career as an advisor. The proudest moment of which has been joining the Ritholtz team. After reading Josh’s book, I decided to send him an email that eventually landed me here.”

Favorite Part Of The Job

“I get to work with some amazing people, both clients and colleagues. I believe people deserve objectivity without compromise and couldn’t find that in the traditional brokerage space. I realized that not only did the people at RWM share the same values, but they carried themselves with an element of authenticity that is unparalleled in this industry.”

When I'm Not Working

“I have a healthy obsession with my career, so I spend a lot of time reading and learning as much as I can. Outside of that, I spend as much time with my family as possible. We travel, fish, cook Cajun and Italian dishes, and spend lots of time on the water.”

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