Anya Pacheco

Client Service Associate – Tax

How I Arrived at Ritholtz

“I came to RWM after graduating from Temple University this past May, with a strong interest in tax and financial planning. I was drawn to the firm because of its approach to wealth management the opportunity to see how tax planning supports clients’ financial goals and health.”

Favorite Part Of The Job

“Getting to connect with clients and make a meaningful difference, as well as connecting with the team!”

When I'm Not Working

“When I’m not working I’m either on a hike, hosting friends at my house, or trying out a new recipe!”

Education/Certifications

Accounting, Temple University

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