Matthew Papandrea, CFP®

Advisor

How I Arrived at Ritholtz

“I began my career in finance at Vanguard in 2008 before the financial crisis. I worked in several roles as a Broker, Manager and after earning my CFP® , I became a Financial Advisor. I wanted to be able to provide my clients with a more holistic approach to Financial Planning than just focusing on client investments. This led me to the bevy of blogs, podcasts and videos created by the great minds at Ritholtz. I thought of this firm as the “gold standard”; and after meeting Michael Batnick, one thing led to another and here I am. I’m excited to be a part of such a great team.”

Favorite Part Of The Job

“Building meaningful relationships with clients and helping them to achieve their goals. When they win, I win.”

When I'm Not Working

“I love spending time with my wife, Meredith, son, Mason and our Golden Retriever named Cornbread. We like to travel to the mountains and the beach in the Carolinas when we get the time. I enjoy playing old man basketball at a local church early on Saturday mornings.”

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