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.

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