Ross Cohen, CFP®

Advisor

How I Arrived at Ritholtz

“While working at other wealth management firms I started reading and listening to Michael, Ben, Josh, and the rest of the Ritholtz team’s content. It immediately resonated with me because they were constantly able to explain complex financial concepts in simple terms while using data. I believe that it is important to give the “why” behind recommendations and the RWM content was by far the best in the business. I eventually reached out to Jonathan Novy and we instantly clicked. As we talked about how RWM provides incredible value to his clients, I knew this would be the best firm for me and my clients.”

Favorite Part Of The Job

“Simplifying the complex financial lives of our clients. It is incredibly rewarding to hear the impact that we have and give them the peace of mind to navigate the uncertainties we face every day.”

When I'm Not Working

“My wife and I live in the Roscoe Village neighborhood of Chicago. You can find us dining at local restaurants, visiting art galleries, and walking around neighborhood parks with our labradoodle, Bruno. I also enjoy staying active and playing hockey.”

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