Gisela Warner

Director of Operations

How I Arrived At RWM

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