Andrea Diltz

Client Service Associate

How I Arrived at Ritholtz

I learned about RWM through my professor at MSU. My admiration grew strong after learning about RWM’s passion for industry education and their clients. I’ve made wonderful connections with the team and love how their values align with mine. I am grateful to be contributing to the success of RWM!

Favorite Part Of The Job

My favorite part of the job is the team and their support for each other and their clients. A positive company culture is crucial and RWM clearly upholds this standard. I truly can’t imagine being apart of any other team!

When I'm Not Working

I love being around friends and family. I enjoy exercising, planning trips, learning new things, and eating yummy food! My favorite place is Diamond Lake, Michigan and I spend many weekends there boating in the summer!

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
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Kevin Young, CFP®
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Matthew Papandrea, CFP®
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Alan Brockhaus, CFP®, ChFC®
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Lisa Paul
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Paul Zodtner, CRPC®, RICP®
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Nick Maggiulli
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Barry Ritholtz
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Jonathan Novy
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Brian Rosen
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Dan LaRosa, AIF®, QPFC
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Joey  Fishman
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Patricia Hatzfeld
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Cameron Rufus, CFP®
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Alex Messer
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Claire Galante
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William Sweet, CFP®
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Blake Wohlwend
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Bill Artzerounian
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Director of Tax Services
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Everett Taylor, CPA®
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Tax Manager
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Adam Day, CFP®
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Advisor
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Ian Cully, CFP® CFA®
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Daniel Baxter
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Lauren Spears
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Client Service Associate
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Nick Friedman, CFP®
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Sr. Advisor
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Tadas Viskanta
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John Grayson
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Head of Post Production
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Taylor Hollis, CFP® CFA®
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Nate Jefferson, CFP®
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Matt Cerminaro
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Lauryn Lafferty
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Michelle Katzen, CFP®, CDFA®
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Sr. Advisor
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Ben Carlson, CFA®
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Director of Institutional Asset Management
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Benjamin Coulthard, CFP®
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Sr. Advisor
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Callie Cox
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Chief Market Strategist
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Lisa Rosenstein, CPA®
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Tax Planner
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Patrick Schwendeman, CFP® ChFC®
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Advisor
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Erika Mauro
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Client Service Director
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Colleen Parker
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Director of Client Service
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Brianna Pintauro
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Senior Client Service Associate
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Mindy Giles
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Client Service Associate
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Dina Isola
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Michael Batnick, CFA®
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Jalen Randolph, CFP®
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Advisor
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Catalina Castillo
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Tony Isola, CFP®
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Advisor
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Dylan Kluender
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Joe Perna, CFA, CFP®
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Sean Russo
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Matt Lohrius, CFP®
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Advisor
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Kris Venne, CFP®
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Duncan Hill
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Andrea Diltz
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Adam Niestradt
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Jacobi Poesch
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Sr. Client Service Associate
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Josh Brown
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Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock
Anna Chaiken
Anna Chaiken
Vice President
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Gisela Warner
Gisela Warner
Director of Operations
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Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
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Angelica Andrews
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Paraplanner
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Daniel Parra
Daniel Parra
Sr. Creative Media Producer
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Benjamin Packer
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Client Service Associate
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Nelson Crane
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Trading Research Associate
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Jordan D. Hanson, CFP®
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Gary Pulford, CTFA
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Sr. Advisor
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Jay Tini
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President
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Travis Varga
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Creative Media Producer
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Chris Carey
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Nicole Samoroukova
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Director of Experience & Media Producer
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