Anna Chaiken

Vice President

How I Arrived At RWM

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