Jonathan Novy

Sr. Advisor

How I Arrived at Ritholtz

“I began my career at an insurance company Broker-Dealer, and quickly learned that it was a terrible place to be a fiduciary. I had been reading Josh, Michael, and Barry for years, and shaped our approach to advice like RWM’s. When the opportunity came, and we had the good fortune to meet the gang, it was an easy decision for all of us. We opened RWM Chicago in 2018. It’s been the best decision of my career.”

Favorite Part Of The Job

“Very little compares professionally to earning someone’s trust over time, when they share with you the things most sacred to them. It brings equal parts privilege and responsibility. I also work with the best colleagues in the world, full stop.”

When I'm Not Working

“I live in Chicago with my wife Laura, our kids, Sam and Violet, our dog Mabel, and our cats Ruben and Butters. I love to cook, and my kids would tell you I make the best pancakes. I never miss a Manchester United game, and I am a kettlebell enthusiast.”

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