Lisa Paul

Client Service Associate

How I Arrived at Ritholtz

“I worked for a Nashville law firm for 30 years as their office and account manager. When the firm dissolved their partnership, I found myself needing to reinvent myself. I had the opportunity to learn and grow in the investment management field and found that I really enjoy this kind of work especially working with clients to help fulfill their needs and concerns.”

Favorite Part Of The Job

“I enjoy feeling like I have used my abilities and talents to help clients accomplish their goals as well as supporting my fellow employees.”

When I'm Not Working

“My husband and I have been married for 40 years. We have one son, Shaun, who is married to Olivia. We also have two grandsons, Elliott and August. We live on my family’s 200-acre farm. I enjoy working in my yard, quilting, knitting, reading and playing Mah Jongg. It’s a fun and interesting game that is somewhat competitive. My yard is my sanctuary. I love watching the birds and wildlife. If you give me a chance to travel anywhere, I am ready to go at a moment’s notice.”

Industry Experience

6 Years

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