Daniel Parra

Creative Media Editor

How I Arrived at Ritholtz

“I first heard of Ritholtz Wealth because my dad listens to The Compound podcasts. When I found out they were looking to expand their creative team, I reached out, given my background as a video editor, and was pleased to find such a welcoming team and exciting work opportunity.”

When I'm Not Working

“If I’m not playing the piano or reading a book, I’m probably looking for the best cheesecake (recommendations welcome).”

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