Daniel Baxter

Client Service Associate – Tax

How I Arrived at Ritholtz

“I have been a follower of the firm through its podcasts, so when I came across the LinkedIn posting for a job in my home state, I jumped at the opportunity. After meeting with the team, I knew I was in the right place and couldn’t be happier to have joined the tax team here.”

Favorite Part Of The Job

“Working with our top-tier tax team to help clients navigate their tax situations is what I love about this role. Taking complex situations and breaking them down to help our clients achieve their goals is what I find most rewarding.”

When I'm Not Working

“Outside of work, I love mountain biking, and you can find me on any of the amazing trails that southeastern Pennsylvania has to offer on any given day. Besides that, I love live music and will go to concerts any chance I get.”

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
Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Nate Jefferson, CFP®
Nate Jefferson, CFP®
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Nate Jefferson, CFP®
Alex Palumbo, CFP®
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Colleen Parker
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Lauren Spears
Lauren Spears
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Michael Batnick, CFA®
Michael Batnick, CFA®
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Mindy Giles
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Benjamin Packer
Benjamin Packer
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Jonathan Novy
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Daniel Parra
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Claire Galante
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Gisela Warner
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Susan Gray
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Susan Gray
Nick Maggiulli
Nick Maggiulli
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Lisa Paul
Lisa Paul
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Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
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Taylor Hollis, CFP® CFA®
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Blair duQuesnay, CFP® CFA®
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Blair duQuesnay, CFP® CFA®
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Nick Sapienza, CFP®
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Adam Gock
Adam Gock
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Dylan Kluender
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Gary Pulford, CTFA
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Adam Day, CFP®
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John Grayson
John Grayson
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Dan LaRosa, AIF®, QPFC
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Trevor Batt, CFP®
Matt Lohrius, CFP®
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Catalina Castillo
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Lisa Rosenstein, CPA®
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Matt Cerminaro
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Joey  Fishman
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Alex Messer
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Jacobi Poesch
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Jacobi Poesch
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Sean Russo
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Daniel Baxter
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Cameron Rufus, CFP®
Cameron Rufus, CFP®
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Patrick Haley, CFP®
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Duncan Hill
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Tadas Viskanta
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Andrea Diltz
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Bill Artzerounian
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Kyla Candelaria
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Dominic Bova, CFP®
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Erika Mauro
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Tyler Hillyer, CFP®
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Patricia Hatzfeld
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Lauryn Lafferty
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