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.”

Industry Experience

3+ Years

Education/Certifications

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