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