Catalina Castillo

Compliance Analyst

How I Arrived at Ritholtz

“I wanted to leave the legal field for the financial industry, and was waiting for the right opportunity. When I saw there was an opening that matched my qualifications at RWM, I started researching the firm. After meeting with both Erika Mauro and Bill Sweet, I knew this was a really good fit for me.”

Favorite Part Of The Job

“I get motivation from working alongside other dedicated and hardworking colleagues. Teamwork really does make the dream work!”

When I'm Not Working

“I always kick my day off by drinking a hot cup of black coffee and listening to Les Brown’s motivational speeches or the BBC morning news. I love spending time with family and close friends and I keep active by going to the gym to clear my mind. Whenever I get the chance I love to visit MomA.

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