Nick Sapienza, CFP®

Advisor

How I Arrived At RWM

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