Sean Russo

Investment Analyst

How I Arrived at Ritholtz

“I’ve followed the majority of Ritholtz Wealth content since my early days in college. I actually contacted Ritholtz for an internship a handful of years ago (even though they weren’t looking for one) but Ritholtz has always been a place I’ve dreamed of going to. During and after college, I had some experiences with investment management and most recently investment banking, which involves a lot of different areas of research. Josh threw up an Instagram post looking for someone to help with research and I gave it shot!”

Favorite Part Of The Job

“I love how intertwined I get with financial markets on a daily basis. Earnings reports, fascinating charts, volatility, there’s an infinite amount of variables that make financial markets interesting – and I get to watch and dissect these variables on a daily basis. I’m constantly learning and growing and that’s an absolute blast for me.”

When I'm Not Working

“I go to the gym most days of the week, listen to a ton of podcasts, stream a ton of shows, read lots of different content, watch and play a handful of sports and explore New York, NY on a weekly basis trying new foods and drinks with family and friends.”

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