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.

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