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