Lauren Spears

Client Service Associate

How I Arrived at Ritholtz

“Coming from a much bigger firm, I knew I wanted a smaller team that felt more connected and aligned towards a higher goal. A goal centered around the client and giving them the best support possible. It was clear to me that RWM valued the same things I did, and treated their employees and their clients like family.”

Favorite Part Of The Job

“I love getting to know people and learning how best to assist them! I look forward to supporting our clients and embodying what Ritholtz does best, supporting each individuals financial needs!”

When I'm Not Working

“I am an avid runner and reader, I love F. Scott Fitzgerald! You can usually find me on the lakeshore path or trying a new restaurant or patio bar.”

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