New York, NY Office

Anthony Isola is a financial advisor at Ritholtz Wealth Management in New York, NY, holding a Series 65 credential with 11 years at the firm and five years of industry experience. He is also a writer and blogger for TeachableMoment/Teacher Money Matters, contributing about five hours per month. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments.

Daniel Larosa is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Ritholtz Wealth Management since 2019, following prior roles at RoundAngle Advisors LLC and Foundation Retirement Plan Consultants Inc. based in New York, NY. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm manages approximately $9.4 billion in assets using a goal-based investment process that incorporates asset allocation, behavioral finance principles, diversified low-cost ETFs, and tactical overlays, supported by both advisor-led services and digital platforms.

Jacob Turner is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Ritholtz Wealth Management and previously worked at Jim Saulnier & Associates, LLC and Financial Design Studios. Before entering financial advising, Turner spent 14 years at AbbVie, Inc. Ritholtz Wealth Management serves a diverse client base including high-net-worth individuals and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, using diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Kevin Young is a CFP® professional with 20 years of industry experience. He has been with Ritholtz Wealth Management since 2021 and previously worked at Northwestern Mutual in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of Chartwell Services LLC, which provides administrative and expense-related services to Ritholtz Wealth Management. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led services and digital platforms.

Patrick Haley is a CFP® with 20 years of industry experience, currently serving at Ritholtz Wealth Management since 2014. He is an advisory board member at The Pennfield School. Ritholtz Wealth Management advises individual and institutional clients, offering comprehensive portfolio management and financial planning with a focus on goal-based strategies that incorporate behavioral finance principles and diversified, low-cost ETFs alongside tactical overlays and alternative investments.

William Vaughan is a financial advisor at Ritholtz Wealth Management with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Corient Services LLC, CIPW Service Company, RegentAtlantic, and NFL Films. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, managing approximately $9.4 billion in assets through both advisor-led and digital platforms.

Dylan Kluender is a financial advisor at Ritholtz Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Ritholtz in 2019, he worked at Ameriprise Financial Services and Kennan Ash, LLC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs along with tactical overlays and alternative investments, and offers digital platforms for model portfolio management and risk profiling.

Nelson Crane is a financial advisor at Ritholtz Wealth Management in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at The Vanguard Group for three years and has a background that includes multiple educational roles. Outside of advising, he is a shareholder in Grasslands Family, LLC, a vacation home rental business. Ritholtz Wealth Management serves individual and institutional clients with comprehensive portfolio management, financial planning, and retirement consulting. The firm uses a goal-based investment process emphasizing asset allocation and behavioral finance, combining low-cost ETFs with tactical overlays and alternative investments, and offers both advisor-led services and digital platforms for ongoing portfolio management.

William Sweet is a CFP® with five years of industry experience, currently affiliated with Ritholtz Wealth Management in New York, NY. He has over a decade of experience at Stevens & Sweet Inc., where he serves as president, offering accounting and tax preparation services. Sweet also has a longstanding role in the United States Army and is involved in venture investments focused on financial technology companies through Sweet Motion LLC. Ritholtz Wealth Management serves both individual and institutional clients, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Benjamin Coulthard is a financial advisor with Ritholtz Wealth Management in New York, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Ritholtz, he worked at Congress Wealth Management and held various roles at State Street Global Advisors. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm employs a goal-based investment approach that integrates behavioral finance principles, using diversified low-cost ETFs, tactical overlays, and alternatives, and offers both advisor-led and digital portfolio management services.

Kristopher Venne is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Ritholtz Wealth Management since 2013 and is also associated with RWM Insurance Services, LLC since 2018. Outside of his advisory roles, he is a partial owner of Compound Media, Inc., a content marketing company. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified ETFs, tactical overlays, and alternative investments, and operates both advisor-led services and digital platforms for portfolio implementation and management.

Joshua Brown is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ritholtz since 2013. Brown is also a contributor to CNBC's Fast Money and serves on advisory boards for several investment-related firms, including Osprey Funds LLC and Vestwell Holdings, Inc., as well as being a writer and blogger for reformedbroker.com. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Matthew Lohrius is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2018. His prior experience includes roles at American Portfolios Financial Services, Inc., JPMorgan Chase Bank NA, and J.P. Morgan Securities. Outside of his advisory work, he plays drums in a band called Somethin Fresh. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement consulting. The firm emphasizes a goal-based investment process using diversified, low-cost ETFs alongside tactical overlays and alternative investments, and provides both advisor-led and digital platform services.

Barry Ritholtz is a financial advisor with Ritholtz Wealth Management in New York, NY, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Ritholtz Wealth Management since 2013. Outside of advisory work, he is a self-employed writer and regular contributor to multiple media outlets. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The firm provides portfolio management, financial planning, and retirement plan consulting, utilizing a goal-based investment approach that incorporates diversified, low-cost ETFs and behavioral-finance principles alongside tactical overlays and alternative investments.

Alexander Messer is a Series 65-licensed advisor at Ritholtz Wealth Management with seven years of industry experience. His prior roles include positions at MD Financial/Vestment Financial, RMD Capital, and Northwestern Mutual. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical and alternative strategies.