Lauryn Lafferty

Sr. Client Service Associate

How I Arrived at Ritholtz

“Before joining RWM, I worked at two different RIAs, combined I have 8 years of experience working directly with Charles Schwab and BNY Mellon Pershing.”

Favorite Part Of The Job

“Building relationships and trust with the clients as they maintain and achieve their financial and personal goals. I love when clients call and share their milestones: new house, new grandbabies, and retirement.”

When I'm Not Working

“My husband, John, and I love going to Downtown Nashville to concerts, traveling, and our new favorite activity Kayaking! We recently adopted our first dog named LOLA, a FLUFFY white GREAT Pyrenees”

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
Daniel Parra
Daniel Parra
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Colleen Parker
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Matthew Papandrea, CFP®
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Kevin Young, CFP®
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Chris Carey
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Joe Perna, CFA, CFP®
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Sean Russo
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Lisa Paul
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Nick Friedman, CFP®
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Joey  Fishman
Joey Fishman
Sr. Advisor
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Patrick Haley, CFP®
Patrick Haley, CFP®
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Adam Niestradt
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Patrick Schwendeman, CFP® ChFC®
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Advisor
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William Sweet, CFP®
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Ben Carlson, CFA®
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Benjamin Coulthard, CFP®
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Andrea Diltz
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Patricia Hatzfeld
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Blake Wohlwend
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Nicole Samoroukova
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Bill Artzerounian
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Adam Gock
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Angelica Andrews
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Nelson Crane
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Lauren Spears
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Jacobi Poesch
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Dan LaRosa, AIF®, QPFC
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Alex Messer
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Brianna Pintauro
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Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
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Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
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Barry Ritholtz
Barry Ritholtz
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Catalina Castillo
Catalina Castillo
Compliance Analyst
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Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
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Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
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Travis Varga
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Anna Chaiken
Anna Chaiken
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Nick Sapienza, CFP®
Nick Sapienza, CFP®
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Eric Zipfel
Eric Zipfel
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Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
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Matt Cerminaro
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Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
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Trevor Batt, CFP®
Trevor Batt, CFP®
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Tadas Viskanta
Tadas Viskanta
Director of Investor Education
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John Grayson
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Head of Post Production
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Adam Day, CFP®
Adam Day, CFP®
Advisor
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Jonathan Novy
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Dylan Kluender
Dylan Kluender
Sr. Trader
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Kris Venne, CFP®
Kris Venne, CFP®
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Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
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Dina Isola
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Jay Tini
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Tony Isola, CFP®
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Nick Maggiulli
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Benjamin Packer
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Daniel Baxter
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Susan Gray
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