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New York NY, 10018

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