Ian Cully, CFP® CFA®

Advisor

How I Arrived at Ritholtz

“I’ve been a follower of RWM for many years, drawing inspiration from their posts, books, and podcasts. What stood out to me was their commitment to their message and the incredible talent behind it. In 2018, I helped build an independent RIA with my family and a partner—an experience I’ll always be proud of. But when the chance to join this amazing team came along, I knew I was on my way.”

Favorite Part Of The Job

“I love being a financial problem-solver—helping clients uncover opportunities that lead to a more meaningful financial life. For me, it’s about the process: collaborating as a team, building thoughtful strategies, and ultimately making the advice personal.”

When I'm Not Working

“I’m a lucky guy—I have a wonderful wife, Kristen, a very happy baby boy, Hartwell, and our great dog, Victor. We love hosting friends and family, usually with good food, music, and a glass of wine on our porch. On the weekends in Annapolis, you’ll often find me reading by the water, playing a round of golf, or trying a new recipe in the kitchen.”

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