Gisela Warner

Director of Operations

How I Arrived at Ritholtz

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