Colleen Parker

Director of Client Service

How I Arrived at Ritholtz

“I joined RWM as employee 11 along with Anna, Brian, and Jonathan, becoming RWM’s “Chicago office”. Before jumping on board, we were running our own small RIA and decided it was time to partner with a larger organization. We had been big fans of the RWM team for a while, but it was a perfect fit after meeting with the partners.”

Favorite Part Of The Job

“The people. We have something extraordinary here at RWM. Being part of this group – co-workers and clients alike – makes this a delightful place.”

When I'm Not Working

“Fortunately for me, most of my close family lives within a couple of miles of one another, and we spend much of our time together cooking and eating. My immediate family includes Stuart, my husband, along with our sons Liam and Calvin.”

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