Jay Tini

President

How I Arrived at Ritholtz

Working to support Vanguard’s relationships with RIAs in New York gave me a front-row seat to watch Barry, Josh, Kris, and Mike build RWM from scratch. The way they live and breathe, providing clients with the best possible outcomes paired with content that guides investors through whatever the markets throw at us, it was no surprise that RWM would experience such rapid growth. What was a surprise was that the founders would consider me to help manage the growth.”

Favorite Part Of The Job

“Without question, my favorite part of the job is seeing how our work helps clients. I love how RWM has investing and planning solutions for all investors. Every client has hopes, dreams, goals, and aspirations. There are few things more rewarding than helping clients achieve life goals through investing and planning.”

When I'm Not Working

“In the winter months, my favorite thing to do is ski with my wife and three kids. In warmer weather, I take advantage of any opportunity to get out on the water. I love kayaking, stand-up paddleboarding, and sailing. For the last two summers, I’ve been busy organizing Connecticut’s largest paddleboard race,  which I started with the Fairfield Rotary Club. I also love turning wrenches and swinging hammers with frequent home improvement projects and tinkering with old cars.”

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