Stephanie Baszner, CFP®

Advisor

How I Arrived at Ritholtz

“A close Advisor made the introduction. His enthusiasm for the RWM Team was contagious, and I caught the bug. After becoming enraptured with the entrepreneurial spirit and thought leadership of the impressive members of the firm, I was given the incredible opportunity to come on board.”

Favorite Part Of The Job

” I enjoy listening to, learning about, and helping people. I’ve been amazed at the determination of the wonderful clients I work for. When trust is earned, I’m rewarded with a seat at the table during big life decisions.”

When I'm Not Working

“I’m spending time with my husband and family, and enjoying the fellowship of my church and friends.”

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

Adam Gock

Sr. Client Service Associate

Adam Gock

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Callie Cox

Chief Market Strategist

Callie Cox

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Erika Mauro

Director of Client Service – Family Office

Erika Mauro

Lisa Paul

Client Service Associate

Lisa Paul

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Gisela Warner

Director of Operations

Gisela Warner

Joey Fishman

Sr. Advisor

Joey Fishman

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Susan Gray

Sr. Client Service Associate

Susan Gray

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

John Grayson

Sr. Creative Media Producer

John Grayson

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Alex Messer

Trader

Alex Messer

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Nate Jefferson, CFP®

Paraplanner

Nate Jefferson, CFP®

Nelson Crane

Trading Research Associate

Nelson Crane

Mindy Giles

Client Service Associate

Mindy Giles

Dina Isola

Advisor

Dina Isola

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Dylan Kluender

Sr. Trader

Dylan Kluender

Benjamin Packer

Client Service Associate

Benjamin Packer

Anna Chaiken

Vice President

Anna Chaiken

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Eric Zipfel

Advisor

Eric Zipfel

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Andrea Diltz

Client Service Associate

Andrea Diltz

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Josh Brown

CEO

Josh Brown

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Brian Rosen

Sr. Advisor

Brian Rosen

Jay Tini

President

Jay Tini

Nicole Samoroukova

Media Producer & Head of Audience Development

Nicole Samoroukova

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Lauren Spears

Client Service Associate

Lauren Spears

Daniel Parra

Creative Media Editor

Daniel Parra

Nick Maggiulli

COO

Nick Maggiulli

Angelica Andrews

Paraplanner

Angelica Andrews

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Jonathan Novy

Sr. Advisor

Jonathan Novy

Claire Galante

Executive Assistant

Claire Galante

Colleen Parker

Director of Client Service

Colleen Parker

Benjamin Coulthard, CFP®

Advisor

Benjamin Coulthard, CFP®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Travis Varga

Creative Media Producer

Travis Varga

Duncan Hill

Creative Director

Duncan Hill

Sean Russo

Research Associate

Sean Russo

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Dominic Bova, CFP®

Tax Planner

Dominic Bova, CFP®