Adam Niestradt

Sr. Investment Analyst

How I Arrived at Ritholtz

“I’ve spent more than 15 years working with high net worth and ultra-high net worth families across the wealth management landscape, including serving as Chief Investment Officer for a multi-family office. My background spans public and private markets, portfolio construction and implementation, and manager research. I had followed Ritholtz Wealth Management’s content for more than a decade, and after listening to a particularly compelling podcast, I reached out. That conversation quickly turned into an opportunity to join a firm whose philosophy and approach aligned closely with how I believe wealth management should be practiced.”

Favorite Part Of The Job

“The people. RWM is filled with thoughtful, intellectually curious professionals who are authentic, collaborative, and deeply focused on doing what’s right for clients. The firm’s commitment to putting clients first isn’t just marketing language, it’s embedded in how decisions are made and how service is delivered. RWM provides truly best-in-class service and it’s rewarding to work alongside a team that shares that purpose.”

When I'm Not Working

“I live in Cincinnati with my wife, Lauren, and our two children, Owen and Emma. Much of my free time is spent fishing with Owen and practicing gymnastics with Emma. I’ve recently gotten into triathlons, which have been both demanding and incredibly rewarding. When I’m not outside, I enjoy watching movies and reading whenever I can.”

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