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

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Sean Russo

Investment Analyst

Sean Russo

Benjamin Packer

Client Service Associate

Benjamin Packer

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Susan Gray

Sr. Client Service Associate

Susan Gray

Mindy Giles

Sr. Client Service Associate

Mindy Giles

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Gisela Warner

Director of Operations

Gisela Warner

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Alex Messer

Sr. Trader

Alex Messer

Nelson Crane

Trading Research Associate

Nelson Crane

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Eric Zipfel

Advisor

Eric Zipfel

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Anna Chaiken

Vice President

Anna Chaiken

Brian Rosen

Sr. Advisor

Brian Rosen

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Adam Gock

Sr. Client Service Associate

Adam Gock

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Lauren Spears

Client Service Associate

Lauren Spears

Adam Day, CFP®

Advisor

Adam Day, CFP®

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Duncan Hill

Creative Director

Duncan Hill

Josh Brown

CEO

Josh Brown

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Travis Varga

Creative Media Producer

Travis Varga

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Erika Mauro

Client Service Director

Erika Mauro

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Chris Carey

Advisor

Chris Carey

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Joey Fishman

Sr. Advisor

Joey Fishman

Callie Cox

Chief Market Strategist

Callie Cox

Catalina Castillo

Compliance Analyst

Catalina Castillo

Dina Isola

Advisor

Dina Isola

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Claire Galante

Executive Assistant

Claire Galante

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Andrea Diltz

Client Service Associate

Andrea Diltz

Nick Maggiulli

COO

Nick Maggiulli

Jay Tini

President

Jay Tini

Colleen Parker

Director of Client Service

Colleen Parker

Dylan Kluender

Sr. Trader

Dylan Kluender

Angelica Andrews

Paraplanner

Angelica Andrews

Lisa Paul

Client Service Associate

Lisa Paul

John Grayson

Head of Post Production

John Grayson

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®