Claire Galante

Executive Assistant

How I Arrived at Ritholtz

“After graduating from Hofstra University in May 2025, I was on the hunt for a job in the marketing and business field. Right after graduation, I was introduced to RWM and began the interviewing process, falling in love with the company’s philosophy and culture. Everyone I have met has made me feel welcomed and appreciated despite joining right out of college, with my only experience being internships.”

Favorite Part Of The Job

“I would say getting to work with multiple departments every day. I love that I’m constantly learning new things and supporting different teams. It keeps work interesting and makes me feel connected to everyone here. I really enjoy being the person people can count on to help make the office a positive place to be.”

When I'm Not Working

“When I’m not working, you’ll probably find me out on the golf course, curled up with a pile of good books, or planning my next adventure somewhere in the world. I love staying active, learning new things, seeing places I’ve never been, and gaining fresh perspectives.”

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