Tony Isola, CFP®

Advisor

How I Arrived at Ritholtz

“For many years, I was a big fan boy of both Barry Ritholtz and Josh Brown, and later began following Ben Carlson and Michael Batnick. Their blogs kept me sane during the great financial crisis. I used their wisdom in many client letters when I had my own independent firm, ATI Investment Consulting, Inc. On a lark, I sent RWM a message inquiring about a project to help clean up the current cesspool that is also called non-Erisa public school teachers’ 403(b) plans. Kris Venne got right back to me and the next thing you know we were meeting with everybody. We hit it off immediately and decided to deep-six the project idea and go all in and merge our firms. The rest is history.”

Favorite Part Of The Job

“Liberating people from the greedy hands of financial predators who exploit their lack of financial literacy and suppress client wealth is a favorite part of my job. I also like exposing the bad guys on my blog and making connections to other areas of discipline to help people understand investing. Going into classrooms and teaching kids financial literacy is also pretty cool Completing comprehensive financial plans and explaining them in English gives me great pleasure. Showing clients that investing is filled with uncertainty and being brutally honest about the lack of definite answers in this sphere is a task that I also enjoy. Not having to remember what our philosophy is helps me sleep at night.”

When I'm Not Working

“I enjoy working out, eating Italian food and gardening. Attending my twin sons’ sporting events and reading good books on any topic are big on my agenda. Watching the Giants and Yankees can sometimes be pleasurable activities.”

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.

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Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Ben Carlson, CFA®
Ben Carlson, CFA®
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Ben Carlson, CFA®
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
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Brian Rosen
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Brian Rosen
Jay Tini
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Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Andrea Diltz
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Andrea Diltz
Callie Cox
Callie Cox
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Callie Cox
Dylan Kluender
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Dylan Kluender
Barry Ritholtz
Barry Ritholtz
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Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Sr. Advisor
Benjamin Coulthard, CFP®
Blake Wohlwend
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Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
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Ian Cully, CFP® CFA®
Tyler Hillyer, CFP®
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Claire Galante
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Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Erika Mauro
Erika Mauro
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Michael Batnick, CFA®
Michael Batnick, CFA®
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Michael Batnick, CFA®
Matt Lohrius, CFP®
Matt Lohrius, CFP®
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Matt Lohrius, CFP®
Chris Carey
Chris Carey
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Trevor Batt, CFP®
Trevor Batt, CFP®
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Alex Messer
Alex Messer
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Alex Messer
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Alan Brockhaus, CFP®, ChFC®
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Jalen Randolph, CFP®
Jalen Randolph, CFP®
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Jalen Randolph, CFP®
Jonathan Novy
Jonathan Novy
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Jonathan Novy
Bill Artzerounian
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Bill Artzerounian
Gisela Warner
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Director of Operations
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Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
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Josh Brown
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Susan Gray
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Sr. Client Service Associate
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Nate Jefferson, CFP®
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Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
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Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
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William Sweet, CFP®
William Sweet, CFP®
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Everett Taylor, CPA®
Everett Taylor, CPA®
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Adam Gock
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Travis Varga
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Patrick Haley, CFP®
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Michelle Katzen, CFP®, CDFA®
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Joe Perna, CFA, CFP®
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Daniel Baxter
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Colleen Parker
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Anna Chaiken
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Lauren Spears
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Gary Pulford, CTFA
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Mindy Giles
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Mindy Giles
Joey  Fishman
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Sr. Advisor
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Dina Isola
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Cameron Rufus, CFP®
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Sean Russo
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Duncan Hill
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Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
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Lisa Rosenstein, CPA®
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Daniel Parra
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Lisa Paul
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Angelica Andrews
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Tony Isola, CFP®
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Tony Isola, CFP®
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Adam Niestradt
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Kris Venne, CFP®
Kris Venne, CFP®
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Benjamin Packer
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John Grayson
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Catalina Castillo
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Lauryn Lafferty
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Patricia Hatzfeld
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