Jacobi Poesch

Sr. Client Service Associate

How I Arrived at Ritholtz

“I found my way to RWM after a former colleague reached out and suggested I give the firm a look. What started as a casual conversation quickly turned into genuine curiosity. As I learned about RWM’s culture and work philosophy, it seemed the more I dug, the more it resonated with the direction I wanted for my career. The friendly nudge became the catalyst for an exciting new chapter!”

Favorite Part Of The Job

“I enjoy being the steady, supportive point of contact for clients as we guide them through important financial moments. I love the mix of problem-solving and personal connection—anticipating needs, smoothing out complexities and making sure clients feel taken care of.”

When I'm Not Working

“My husband, Dylan, and I live in Charlotte with our daughter, Nyla, and our dog, Brody. We love calling this city home and enjoy the mix of community and outdoor spaces. I’ve also developed a passion for home projects and fixing things — whether it’s tackling a small repair or a bigger DIY project, I love the creativity and problem-solving.”

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