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

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Lauren Spears

Client Service Associate

Lauren Spears

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Angelica Andrews

Paraplanner

Angelica Andrews

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Benjamin Packer

Client Service Associate

Benjamin Packer

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Joey Fishman

Sr. Advisor

Joey Fishman

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Dylan Kluender

Sr. Trader

Dylan Kluender

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Chris Carey

Advisor

Chris Carey

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

John Grayson

Head of Post Production

John Grayson

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Eric Zipfel

Sr. Advisor

Eric Zipfel

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Anna Chaiken

Vice President

Anna Chaiken

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Susan Gray

Sr. Client Service Associate

Susan Gray

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Andrea Diltz

Client Service Associate

Andrea Diltz

Andrew Fouch, CPA®

Tax Planner

Andrew Fouch, CPA®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Matt Lohrius, CFP®

Sr. Advisor

Matt Lohrius, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Travis Varga

Creative Media Producer

Travis Varga

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Colleen Parker

Director of Client Service

Colleen Parker

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Alex Messer

Sr. Trader

Alex Messer

Brian Rosen

Sr. Advisor

Brian Rosen

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Andrew Mason, CFP®

Advisor

Andrew Mason, CFP®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Adam Gock

Sr. Client Service Associate

Adam Gock

Erika Mauro

Client Service Director

Erika Mauro

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Dina Isola

Advisor

Dina Isola

Callie Campanella, CFP®

Advisor

Callie Campanella, CFP®

Lisa Paul

Client Service Associate

Lisa Paul

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Duncan Hill

Creative Director

Duncan Hill

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Jay Tini

President

Jay Tini

Jonathan Novy

Sr. Advisor

Jonathan Novy

Sean Russo

Investment Analyst

Sean Russo

Nelson Crane

Trading Research Associate

Nelson Crane

Josh Brown

CEO

Josh Brown

Eric Smith

Advisor

Eric Smith

Nick Maggiulli

COO

Nick Maggiulli