Lauren Spears

Client Service Associate

How I Arrived at Ritholtz

“Coming from a much bigger firm, I knew I wanted a smaller team that felt more connected and aligned towards a higher goal. A goal centered around the client and giving them the best support possible. It was clear to me that RWM valued the same things I did, and treated their employees and their clients like family.”

Favorite Part Of The Job

“I love getting to know people and learning how best to assist them! I look forward to supporting our clients and embodying what Ritholtz does best, supporting each individuals financial needs!”

When I'm Not Working

“I am an avid runner and reader, I love F. Scott Fitzgerald! You can usually find me on the lakeshore path or trying a new restaurant or patio bar.”

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