Jacobi Poesch

Sr. Client Service Associate

How I Arrived at Ritholtz

“I found my way to RWM after a former colleague reached out and suggested I give the firm a look. What started as a casual conversation quickly turned into genuine curiosity. As I learned about RWM’s culture and work philosophy, it seemed the more I dug, the more it resonated with the direction I wanted for my career. The friendly nudge became the catalyst for an exciting new chapter!”

Favorite Part Of The Job

“I enjoy being the steady, supportive point of contact for clients as we guide them through important financial moments. I love the mix of problem-solving and personal connection—anticipating needs, smoothing out complexities and making sure clients feel taken care of.”

When I'm Not Working

“My husband, Dylan, and I live in Charlotte with our daughter, Nyla, and our dog, Brody. We love calling this city home and enjoy the mix of community and outdoor spaces. I’ve also developed a passion for home projects and fixing things — whether it’s tackling a small repair or a bigger DIY project, I love the creativity and problem-solving.”

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