Contact

24 West 40th Street, 15th Floor,
New York NY, 10018

212-625-1200

Menu

Andrea Diltz

Client Service Associate

How I Arrived at Ritholtz

I learned about RWM through my professor at MSU. My admiration grew strong after learning about RWM’s passion for industry education and their clients. I’ve made wonderful connections with the team and love how their values align with mine. I am grateful to be contributing to the success of RWM!

Favorite Part Of The Job

My favorite part of the job is the team and their support for each other and their clients. A positive company culture is crucial and RWM clearly upholds this standard. I truly can’t imagine being apart of any other team!

When I'm Not Working

I love being around friends and family. I enjoy exercising, planning trips, learning new things, and eating yummy food! My favorite place is Diamond Lake, Michigan and I spend many weekends there boating in the summer!

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