Nick Maggiulli

COO

How I Arrived at Ritholtz

“After working in litigation consulting/data analytics for 5 years, I decided to start an investment blog. Michael Batnick was one of my first 20 Twitter followers, and we eventually met at EBI East in November 2017. We quickly realized that RWM needed someone to do data science for them. I pitched them on my vision to incorporate client-focused analytics into their business, and it must have struck a chord. Since then I have transitioned into a broader operations role.”

Favorite Part Of The Job

“I love the fact that I’m using what I love (programming) to improve the experience for our clients and help them achieve their goals. It’s also nice that I get to work with like-minded individuals where I can be myself. I am a huge proponent of cultural fit, and the values practiced by RWM resonate with me.”

When I'm Not Working

“I spend a lot of time trying to improve myself. Whether this means meeting new people, going to the gym, or reading books, I’m always trying to push myself and expand my circle of knowledge.”

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