Gisela Warner

Director of Operations

How I Arrived At RWM

“I first learned about RWM through a former coworker and was immediately drawn to the company’s passion for industry education and communication with its clients. Seeing how RWM’s values align with mine has only strengthened my admiration. I’m grateful for the opportunity to contribute to RWM’s success.”

Favorite Part Of The Job

“My favorite part of the job is the incredible and hardworking team that I get to collaborate with consistently. A strong and positive company culture is essential, with RWM exemplifying this every day. I truly can’t imagine being part of any other team.”

When I'm Not Working

“I serve as the co-chair of the Performance Arts Group at Archbishop Stepinac High School and as a mentor to a middle school student at the Harlem Academy Charter School. Outside of that, I love spending time with family and friends, as well as baking and crocheting.”

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