Nick Maggiulli

COO

How I Arrived at Ritholtz

“After working in litigation consulting/data analytics for 5 years, I decided to start an investment blog. Michael Batnick was one of my first 20 Twitter followers, and we eventually met at EBI East in November 2017. We quickly realized that RWM needed someone to do data science for them. I pitched them on my vision to incorporate client-focused analytics into their business, and it must have struck a chord. Since then I have transitioned into a broader operations role.”

Favorite Part Of The Job

“I love the fact that I’m using what I love (programming) to improve the experience for our clients and help them achieve their goals. It’s also nice that I get to work with like-minded individuals where I can be myself. I am a huge proponent of cultural fit, and the values practiced by RWM resonate with me.”

When I'm Not Working

“I spend a lot of time trying to improve myself. Whether this means meeting new people, going to the gym, or reading books, I’m always trying to push myself and expand my circle of knowledge.”

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