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24 West 40th Street, 15th Floor,
New York NY, 10018

212-625-1200

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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.

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