Susan Gray

Sr. Client Service Associate

How I Arrived at Ritholtz

Prior to joining RWM, I accumulated 15 years of experience in the financial services industry while working for another RIA.

Favorite Part Of The Job

One of the most rewarding aspects of my role is the opportunity to cultivate relationships with both clients and colleagues. I am dedicated to assisting others and fostering connections in the process.

When I'm Not Working

I love spending time with with my family. My husband and I are blessed with three wonderful children and three amazing grandchildren.

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