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