Tony Isola, CFP®

Advisor

How I Arrived at Ritholtz

“For many years, I was a big fan boy of both Barry Ritholtz and Josh Brown, and later began following Ben Carlson and Michael Batnick. Their blogs kept me sane during the great financial crisis. I used their wisdom in many client letters when I had my own independent firm, ATI Investment Consulting, Inc. On a lark, I sent RWM a message inquiring about a project to help clean up the current cesspool that is also called non-Erisa public school teachers’ 403(b) plans. Kris Venne got right back to me and the next thing you know we were meeting with everybody. We hit it off immediately and decided to deep-six the project idea and go all in and merge our firms. The rest is history.”

Favorite Part Of The Job

“Liberating people from the greedy hands of financial predators who exploit their lack of financial literacy and suppress client wealth is a favorite part of my job. I also like exposing the bad guys on my blog and making connections to other areas of discipline to help people understand investing. Going into classrooms and teaching kids financial literacy is also pretty cool Completing comprehensive financial plans and explaining them in English gives me great pleasure. Showing clients that investing is filled with uncertainty and being brutally honest about the lack of definite answers in this sphere is a task that I also enjoy. Not having to remember what our philosophy is helps me sleep at night.”

When I'm Not Working

“I enjoy working out, eating Italian food and gardening. Attending my twin sons’ sporting events and reading good books on any topic are big on my agenda. Watching the Giants and Yankees can sometimes be pleasurable activities.”

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