Blake Wohlwend

Client Service Associate

How I Arrived at Ritholtz

“I first learned about RWM through one of my professors at MSU. After several amazing experiences with members of the team, I was drawn to how strongly their core values aligned with those of my own.”

Favorite Part Of The Job

“My favorite part of the job is the collaboration and positive energy. It’s clear that everyone genuinely cares about one another and doing what’s best for our clients. Being in an environment where people lift each other up makes coming to work something I look forward to.”

When I'm Not Working

“I love waterskiing, snow skiing, hunting, fishing, and lacrosse. When I’m not doing those things, I try to fill my weekends with new happenings in the city. As a lifelong Chicago sports fan, I never miss a chance to cheer on my teams, no matter how tough the season.”

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