Jordan D. Hanson, CFP®

Advisor

How I Arrived at Ritholtz

I have been in the wealth management industry since graduating from college in 2015. Early on, I came across the blogs and podcasts produced by RWM, including by Barry, Josh, Michael, Ben, and Nick. The messaging throughout their content quickly resonated with me, and I instantly became a fan. I found myself frequently referencing and sharing these blog posts and podcasts in conversations with my clients. In 2023, I had the chance to meet them in person. I quickly realized that their commitment and dedication to being best in class, serving their clients, and promoting a collaborative environment matched my values. I knew RWM would be the best place for me and my clients.

Favorite Part Of The Job

My favorite part of the job is my ability to make a positive impact on the lives of my clients and their families. I love working with my clients to give them comfort, confidence, and clarity around their finances and to help them turn their dreams into reality.

When I'm Not Working

I love spending time with my wife and our two dogs, going to the gym, anything with sports, and learning how to cook.

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