Mindy Giles

Sr. Client Service Associate

How I Arrived at Ritholtz

Several years back I met the RWM-Chicago team while I was working at a national brokerage firm. After admiring from afar, I jumped at the opportunity to join the team to experience the magic for myself.

Favorite Part Of The Job

Just being part of the RWM team is a dream come true! Spending each day with an entire team devoted to achieving optimal client outcomes leaves me feeling pumped up every day.

When I'm Not Working

I am married to Andrew and we have four children. Since relocating to North Carolina in 2019, I spend as much time as I can outdoors enjoying the pleasant climate. In my free time, I enjoy DIY projects and cheering on my favorite sports teams – which is any team my kids are on.

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