Jordan D. Hanson, CFP®

Advisor

How I Arrived at Ritholtz

I have been in the wealth management industry since graduating from college in 2015. Early on, I came across the blogs and podcasts produced by RWM, including by Barry, Josh, Michael, Ben, and Nick. The messaging throughout their content quickly resonated with me, and I instantly became a fan. I found myself frequently referencing and sharing these blog posts and podcasts in conversations with my clients. In 2023, I had the chance to meet them in person. I quickly realized that their commitment and dedication to being best in class, serving their clients, and promoting a collaborative environment matched my values. I knew RWM would be the best place for me and my clients.

Favorite Part Of The Job

My favorite part of the job is my ability to make a positive impact on the lives of my clients and their families. I love working with my clients to give them comfort, confidence, and clarity around their finances and to help them turn their dreams into reality.

When I'm Not Working

I love spending time with my wife and our two dogs, going to the gym, anything with sports, and learning how to cook.

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