Taylor Hollis, CFP® CFA®

Director of Family Office Services

How I Arrived at Ritholtz

“I started my career in the same year that the firm was founded. My first role was as an Associate Advisor at an RIA firm where I began to learn investing and financial planning. I was lucky enough to stumble upon Ben & Josh’s blogs in the early days and, as my career was progressing, I simultaneously absorbed as much as I could about the industry from their writing. While in my next role at a multi-family office a couple years later, I started following Blair on Twitter. When I saw that she joined RWM, I knew I had to connect with her. She took a chance on me and introduced me to Josh, Michael, Bill, & Kris. In the meantime, I had been serving clients as an Investment Advisor at an independent trust company. After a few years of “just checking in” emails, it was eventually the right time for both of us and I made the leap. Truth be told, there was always something in me that knew I would end up here. Every experience I had along the way led me to this place.”

Favorite Part Of The Job

“I truly love every aspect of this career. Providing advice to clients and getting to walk alongside them in life is such a privilege. It is humbling to know that the work we do for clients can have an impact for many generations.”

When I'm Not Working

“Nashville is home, with my husband, young son, and our two black labs. I’m a new mom and feel as though life didn’t truly start until my son was born. Practicing yoga and all things health are passions of mine. I love an outdoor concert (easy to find in Music City) and traveling anywhere with my family.”

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