Stephanie Baszner, CFP®

Advisor

How I Arrived at Ritholtz

“A close Advisor made the introduction. His enthusiasm for the RWM Team was contagious, and I caught the bug. After becoming enraptured with the entrepreneurial spirit and thought leadership of the impressive members of the firm, I was given the incredible opportunity to come on board.”

Favorite Part Of The Job

” I enjoy listening to, learning about, and helping people. I’ve been amazed at the determination of the wonderful clients I work for. When trust is earned, I’m rewarded with a seat at the table during big life decisions.”

When I'm Not Working

“I’m spending time with my husband and family, and enjoying the fellowship of my church and friends.”

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

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Mindy Giles

Client Service Associate

Mindy Giles

Anna Chaiken

Vice President

Anna Chaiken

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Lisa Paul

Client Service Associate

Lisa Paul

Dina Isola

Advisor

Dina Isola

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Erika Mauro

Director of Client Service – Family Office

Erika Mauro

Brian Rosen

Sr. Advisor

Brian Rosen

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Joey Fishman

Sr. Advisor

Joey Fishman

Gisela Warner

Director of Operations

Gisela Warner

Callie Cox

Chief Market Strategist

Callie Cox

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Josh Brown

CEO

Josh Brown

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Nick Maggiulli

COO

Nick Maggiulli

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Susan Gray

Sr. Client Service Associate

Susan Gray

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Catalina Castillo

Compliance Analyst

Catalina Castillo

Dylan Kluender

Sr. Trader

Dylan Kluender

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Alex Messer

Trader

Alex Messer

Travis Varga

Creative Media Producer

Travis Varga

Daniel Parra

Creative Media Editor

Daniel Parra

Adam Day, CFP®

Advisor

Adam Day, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Claire Galante

Executive Assistant

Claire Galante

Nicole Samoroukova

Media Producer & Head of Audience Development

Nicole Samoroukova

Nate Jefferson, CFP®

Paraplanner

Nate Jefferson, CFP®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Benjamin Coulthard, CFP®

Advisor

Benjamin Coulthard, CFP®

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Colleen Parker

Director of Client Service

Colleen Parker

Dominic Bova, CFP®

Tax Planner

Dominic Bova, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Andrea Diltz

Client Service Associate

Andrea Diltz

Jay Tini

President

Jay Tini

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Benjamin Packer

Client Service Associate

Benjamin Packer

Sean Russo

Research Associate

Sean Russo

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Nelson Crane

Trading Research Associate

Nelson Crane

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Angelica Andrews

Paraplanner

Angelica Andrews

John Grayson

Sr. Creative Media Producer

John Grayson

Lauren Spears

Client Service Associate

Lauren Spears

Jonathan Novy

Sr. Advisor

Jonathan Novy

Adam Gock

Client Service Associate

Adam Gock

Duncan Hill

Creative Director

Duncan Hill

Eric Zipfel

Advisor

Eric Zipfel

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA