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