Mindy Giles

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