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Patrick Haley, CFP®

Sr. Portfolio Manager

How I Arrived at Ritholtz

“After leaving the Navy in 2005, I took a job at Merrill Lynch in Washington DC. I was looking for something completely different from the military and didn’t want the typical “Navy-Lite” life (such as Booz Allen, Lockheed, etc). When I started, a USMA grad pulled me aside and suggested I read David Rosenberg and Richard Bernstein. Reading Rosenberg led me to Barry’s blog, The Big Picture, which I still read every day.”

Favorite Part Of The Job

“Finding solutions that can help advisors and clients with financial planning is most rewarding.”

When I'm Not Working

“I love staying active with my wife and young sons (12 and 14) by skiing, surfing and running. When Army-Navy square-off in football, I can be found cooking up a big BBQ feast for my friends. We live in Newport, RI.”

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