Josh Brown

CEO

How I Arrived at Ritholtz

“In 2010, I met Barry Ritholtz, and since 2011, we’ve been helping people make the most of their retirement portfolios. In 2013, we co-founded Ritholtz Wealth Management in New York City with two partners, a bank account, and some big ideas about client service, research, transparency, and accountability. Ritholtz Wealth Management is the culmination of my life’s work. I have poured every ounce of blood, sweat, tears, passion, and determination into making this place a special destination for clients and employees. That work continues day after day. When you talk to my people, you can see and hear it for yourself. Tell us your story and let’s see if we can help you.”

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