Susan Gray

Sr. Client Service Associate

How I Arrived at Ritholtz

Prior to joining RWM, I accumulated 15 years of experience in the financial services industry while working for another RIA.

Favorite Part Of The Job

One of the most rewarding aspects of my role is the opportunity to cultivate relationships with both clients and colleagues. I am dedicated to assisting others and fostering connections in the process.

When I'm Not Working

I love spending time with with my family. My husband and I are blessed with three wonderful children and three amazing grandchildren.

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.

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