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