Catalina Castillo

Compliance Analyst

How I Arrived at Ritholtz

“I wanted to leave the legal field for the financial industry, and was waiting for the right opportunity. When I saw there was an opening that matched my qualifications at RWM, I started researching the firm. After meeting with both Erika Mauro and Bill Sweet, I knew this was a really good fit for me.”

Favorite Part Of The Job

“I get motivation from working alongside other dedicated and hardworking colleagues. Teamwork really does make the dream work!”

When I'm Not Working

“I always kick my day off by drinking a hot cup of black coffee and listening to Les Brown’s motivational speeches or the BBC morning news. I love spending time with family and close friends and I keep active by going to the gym to clear my mind. Whenever I get the chance I love to visit MomA.

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