Benjamin Coulthard, CFP®

Sr. Advisor

How I Arrived at Ritholtz

“I started reading Josh back in 2015 and was immediately drawn to his authenticity. Nobody I had ever read before cut to the truth like he did – that is, until I discovered Barry, Michael, Ben, Blair, Nick, Tony, Dina, Tadas, etc. At that point, I knew that I’d never reach my full potential as a financial advisor unless I became part of the RWM team.”

Favorite Part Of The Job

“Helping the many clients and colleagues of Ritholtz.”

When I'm Not Working

“Three F’s – Family, Friends and Football”

Industry Experience

10+ Years

Education/Certifications

CERTIFIED FINANCIAL PLANNER®

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