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