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New York NY, 10018

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Mindy Giles

Client Service Associate

How I Arrived at Ritholtz

Several years back I met the RWM-Chicago team while I was working at a national brokerage firm. After admiring from afar, I jumped at the opportunity to join the team to experience the magic for myself.

Favorite Part Of The Job

Just being part of the RWM team is a dream come true! Spending each day with an entire team devoted to achieving optimal client outcomes leaves me feeling pumped up every day.

When I'm Not Working

I am married to Andrew and we have four children. Since relocating to North Carolina in 2019, I spend as much time as I can outdoors enjoying the pleasant climate. In my free time, I enjoy DIY projects and cheering on my favorite sports teams – which is any team my kids are on.

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