Matthew Papandrea, CFP®

Advisor

How I Arrived at Ritholtz

“I began my career in finance at Vanguard in 2008 before the financial crisis. I worked in several roles as a Broker, Manager and after earning my CFP® , I became a Financial Advisor. I wanted to be able to provide my clients with a more holistic approach to Financial Planning than just focusing on client investments. This led me to the bevy of blogs, podcasts and videos created by the great minds at Ritholtz. I thought of this firm as the “gold standard”; and after meeting Michael Batnick, one thing led to another and here I am. I’m excited to be a part of such a great team.”

Favorite Part Of The Job

“Building meaningful relationships with clients and helping them to achieve their goals. When they win, I win.”

When I'm Not Working

“I love spending time with my wife, Meredith, son, Mason and our Golden Retriever named Cornbread. We like to travel to the mountains and the beach in the Carolinas when we get the time. I enjoy playing old man basketball at a local church early on Saturday mornings.”

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