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.”

Industry Experience

4 Years

Education/Certifications

Economics, Hillsdale College

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