Anna Chaiken

Vice President

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