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

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Gisela Warner

Director of Operations

Gisela Warner

Angelica Andrews

Paraplanner

Angelica Andrews

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Callie Cox

Chief Market Strategist

Callie Cox

Nick Maggiulli

COO

Nick Maggiulli

Duncan Hill

Creative Director

Duncan Hill

Joey Fishman

Sr. Advisor

Joey Fishman

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Colleen Parker

Director of Client Service

Colleen Parker

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Travis Varga

Creative Media Producer

Travis Varga

Erika Mauro

Director of Client Service – Family Office

Erika Mauro

John Grayson

Sr. Creative Media Producer

John Grayson

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Anna Chaiken

Vice President

Anna Chaiken

Daniel Parra

Creative Media Editor

Daniel Parra

Josh Brown

CEO

Josh Brown

Dina Isola

Advisor

Dina Isola

Nicole Samoroukova

Media Producer & Head of Audience Development

Nicole Samoroukova

Mindy Giles

Client Service Associate

Mindy Giles

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Dominic Bova, CFP®

Tax Planner

Dominic Bova, CFP®

Dylan Kluender

Sr. Trader

Dylan Kluender

Jay Tini

President

Jay Tini

Adam Gock

Client Service Associate

Adam Gock

Catalina Castillo

Compliance Analyst

Catalina Castillo

Lauren Spears

Client Service Associate

Lauren Spears

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Benjamin Packer

Client Service Associate

Benjamin Packer

Nelson Crane

Trading Research Associate

Nelson Crane

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Alex Messer

Trader

Alex Messer

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Nate Jefferson, CFP®

Paraplanner

Nate Jefferson, CFP®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Benjamin Coulthard, CFP®

Advisor

Benjamin Coulthard, CFP®

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Eric Zipfel

Advisor

Eric Zipfel

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Sean Russo

Research Associate

Sean Russo

Jonathan Novy

Sr. Advisor

Jonathan Novy

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Andrea Diltz

Client Service Associate

Andrea Diltz

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Brian Rosen

Sr. Advisor

Brian Rosen

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Susan Gray

Sr. Client Service Associate

Susan Gray

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Claire Galante

Executive Assistant

Claire Galante

Lisa Paul

Client Service Associate

Lisa Paul

Adam Day, CFP®

Advisor

Adam Day, CFP®