Callie Cox

Chief Market Strategist

How I Arrived at Ritholtz

I’ve worked in content and research in a number of environments: newsrooms, brokerages,‬ banks, and sell-side research firms. I’ve always admired Ritholtz’s ability to make investing‬ simple in an industry of unnecessary complexity. Josh, Michael and I realized there was a‬ huge need for smart, Wall Street quality research that every investor could use. And if‬ anybody could fill that need, it’d be Ritholtz. I’m honored to help the RWM team teach you‬ how to build your own wealth through investing and smart financial decisions.‬

Favorite Part Of The Job

I do what I do to make you feel more confident and informed about your money.‬ It’s the best feeling when people tell me my work has helped them better‬ understand their finances, the economy and this crazy world we’re all navigating.‬ There’s nothing better than helping people win.‬

When I'm Not Working

I love running, cooking, watching true crime, listening to Taylor Swift and‬ alternative rock, and hanging out with my family in North Carolina.‬ Oh, and I’m one of the biggest — and most obnoxious — Tar Heel fans around.‬ Go heels!‬

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