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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Chris Carey
Chris Carey
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Chris Carey
Joey  Fishman
Joey Fishman
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Kyla Candelaria
Kyla Candelaria
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Patrick Schwendeman, CFP® ChFC®
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Jonathan Novy
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Blake Wohlwend
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Lisa Paul
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Adam Gock
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Nathan Gilmore
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Nick Friedman, CFP®
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Matt Cerminaro
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Erika Mauro
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Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
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Jay Tini
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Cameron Rufus, CFP®
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Advisor
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Travis Varga
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Daniel Baxter
Daniel Baxter
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Dina Isola
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Everett Taylor, CPA®
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Patricia Hatzfeld
Patricia Hatzfeld
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Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Sr. Advisor
Benjamin Coulthard, CFP®
Jacobi Poesch
Jacobi Poesch
Sr. Client Service Associate
Jacobi Poesch
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
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Eric Smith
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Kris Venne, CFP®
Kris Venne, CFP®
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Kris Venne, CFP®
Nick Maggiulli
Nick Maggiulli
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Andrea Diltz
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Trevor Batt, CFP®
Trevor Batt, CFP®
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Dylan Kluender
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Joe Perna, CFA, CFP®
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Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
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Tyler Hillyer, CFP®
Duncan Hill
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Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
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Matthew Papandrea, CFP®
Taylor Hollis, CFP® CFA®
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Catalina Castillo
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Colleen Parker
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Alex Messer
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Callie Campanella, CFP®
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Benjamin Packer
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Matt Lohrius, CFP®
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Michael Batnick, CFA®
Michael Batnick, CFA®
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Daniel Parra
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Brianna Pintauro
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Nate Jefferson, CFP®
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William Sweet, CFP®
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Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
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Bill Artzerounian
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Adam Day, CFP®
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Andrew Fouch, CPA®
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Ben Carlson, CFA®
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Director of Institutional Asset Management
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Josh Brown
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Jalen Randolph, CFP®
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Alex Palumbo, CFP®
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Blair duQuesnay, CFP® CFA®
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Tadas Viskanta
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Adam Niestradt
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Lauryn Lafferty
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Sr. Client Service Associate
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Angelica Andrews
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Patrick Haley, CFP®
Patrick Haley, CFP®
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John Grayson
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Susan Gray
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Ross Cohen, CFP®
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Sr. Advisor
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Nelson Crane
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Sean Russo
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Stephanie Baszner, CFP®
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Eric Zipfel
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Brian Rosen
Brian Rosen
Sr. Advisor
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Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
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Anna Chaiken
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Gary Pulford, CTFA
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Sr. Advisor
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Tony Isola, CFP®
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