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