Gisela Warner

Director of Operations

How I Arrived at Ritholtz

“I first learned about RWM through a former coworker and was immediately drawn to the company’s passion for industry education and communication with its clients. Seeing how RWM’s values align with mine has only strengthened my admiration. I’m grateful for the opportunity to contribute to RWM’s success.”

Favorite Part Of The Job

“My favorite part of the job is the incredible and hardworking team that I get to collaborate with consistently. A strong and positive company culture is essential, with RWM exemplifying this every day. I truly can’t imagine being part of any other team.”

When I'm Not Working

“I serve as the co-chair of the Performance Arts Group at Archbishop Stepinac High School and as a mentor to a middle school student at the Harlem Academy Charter School. Outside of that, I love spending time with family and friends, as well as baking and crocheting.”

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