Brian Rosen

Sr. Advisor

How I Arrived at Ritholtz

“Making good financial decisions is hard. I learned a lot about markets and risk management trading for more than a decade. When my wife and I started our family, I wanted less financial volatility and more financial stability. Managing risk in the trading world felt transactional, while managing risk for our clients is more durable. That’s the attitude at RWM, and that’s how I came to join the team.”

Favorite Part Of The Job

“Forging a partnership with clients. When we help clients plan for their financial future and they succeed, so do we.”

When I'm Not Working

“When I’m away from work, you’ll find me spending time with my family. My son and daughter are growing up fast. My wife and I are trying to see as much of that as we can. When my headphones are on, I’m listening to hip-hop, and when I’m reading, it’s about living healthy. And Twitter; there’s always time for Twitter…”

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