Sean Russo

Investment Analyst

How I Arrived at Ritholtz

“I’ve followed the majority of Ritholtz Wealth content since my early days in college. I actually contacted Ritholtz for an internship a handful of years ago (even though they weren’t looking for one) but Ritholtz has always been a place I’ve dreamed of going to. During and after college, I had some experiences with investment management and most recently investment banking, which involves a lot of different areas of research. Josh threw up an Instagram post looking for someone to help with research and I gave it shot!”

Favorite Part Of The Job

“I love how intertwined I get with financial markets on a daily basis. Earnings reports, fascinating charts, volatility, there’s an infinite amount of variables that make financial markets interesting – and I get to watch and dissect these variables on a daily basis. I’m constantly learning and growing and that’s an absolute blast for me.”

When I'm Not Working

“I go to the gym most days of the week, listen to a ton of podcasts, stream a ton of shows, read lots of different content, watch and play a handful of sports and explore New York, NY on a weekly basis trying new foods and drinks with family and friends.”

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