Barry Ritholtz

Chairman & Chief Investment Officer

How I Arrived at Ritholtz

Barry Ritholtz has spent his career helping people spot their own investment errors and learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often referenced by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg’s “Masters in Business” radio podcast and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009).

When I'm Not Working

When not working, Barry can be found with his wife and their two dogs on the north shore of Long Island.

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.

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