Anna Chaiken

COO

How I Arrived at Ritholtz

“I’ve been in the financial world for over a decade, beginning with my fellow Chicago colleagues in a small independent firm here in Chicago. After admiring RWM for a long time, we had the chance to meet the gang when they were in town, and the rest is history. It didn’t take long to turn that meeting into the opening of RWM Chicago. Working at a growing firm with like-minded people makes coming to work every day equally fun and rewarding.”

Favorite Part Of The Job

“The best part of my job is the people I work with – both my colleagues and our clients. They have become a second family to me and make coming to work so rewarding.”

When I'm Not Working

“My family and I are very passionate about animal rescue and love spending time with our rescue dog, Buddy, and assisting the animal rescue community in the Chicagoland area. We also love gardening, cooking, and traveling to new places to explore new cultures and cuisine.”

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