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

Catalina Castillo

Compliance Analyst

Catalina Castillo

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Lauren Spears

Client Service Associate

Lauren Spears

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Adam Gock

Sr. Client Service Associate

Adam Gock

Nelson Crane

Trading Research Associate

Nelson Crane

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Angelica Andrews

Paraplanner

Angelica Andrews

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Andrea Diltz

Client Service Associate

Andrea Diltz

Callie Cox

Chief Market Strategist

Callie Cox

Duncan Hill

Creative Director

Duncan Hill

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Gisela Warner

Director of Operations

Gisela Warner

Dylan Kluender

Sr. Trader

Dylan Kluender

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Colleen Parker

Director of Client Service

Colleen Parker

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Dina Isola

Advisor

Dina Isola

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Alex Messer

Sr. Trader

Alex Messer

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Sean Russo

Investment Analyst

Sean Russo

Josh Brown

CEO

Josh Brown

Callie Campanella, CFP®

Advisor

Callie Campanella, CFP®

John Grayson

Head of Post Production

John Grayson

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Susan Gray

Sr. Client Service Associate

Susan Gray

Matt Lohrius, CFP®

Sr. Advisor

Matt Lohrius, CFP®

Joey Fishman

Sr. Advisor

Joey Fishman

Chris Carey

Advisor

Chris Carey

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Brian Rosen

Sr. Advisor

Brian Rosen

Nick Maggiulli

COO

Nick Maggiulli

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Erika Mauro

Client Service Director

Erika Mauro

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Eric Zipfel

Sr. Advisor

Eric Zipfel

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Andrew Fouch, CPA®

Tax Planner

Andrew Fouch, CPA®

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Anna Chaiken

Vice President

Anna Chaiken

Jonathan Novy

Sr. Advisor

Jonathan Novy

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Travis Varga

Creative Media Producer

Travis Varga

Jay Tini

President

Jay Tini

Benjamin Packer

Client Service Associate

Benjamin Packer

Lisa Paul

Client Service Associate

Lisa Paul

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®