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

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Colleen Parker

Director of Client Service

Colleen Parker

Joey Fishman

Sr. Advisor

Joey Fishman

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Josh Brown

CEO

Josh Brown

Nelson Crane

Trading Research Associate

Nelson Crane

Travis Varga

Creative Media Producer

Travis Varga

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Alex Messer

Sr. Trader

Alex Messer

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Andrea Diltz

Client Service Associate

Andrea Diltz

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Benjamin Packer

Client Service Associate

Benjamin Packer

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Lauren Spears

Client Service Associate

Lauren Spears

Angelica Andrews

Paraplanner

Angelica Andrews

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Anna Chaiken

Vice President

Anna Chaiken

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

John Grayson

Head of Post Production

John Grayson

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Gisela Warner

Director of Operations

Gisela Warner

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Brian Rosen

Sr. Advisor

Brian Rosen

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Dylan Kluender

Sr. Trader

Dylan Kluender

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Susan Gray

Sr. Client Service Associate

Susan Gray

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Nick Maggiulli

COO

Nick Maggiulli

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Mindy Giles

Sr. Client Service Associate

Mindy Giles

Lisa Paul

Client Service Associate

Lisa Paul

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Adam Gock

Sr. Client Service Associate

Adam Gock

Catalina Castillo

Compliance Analyst

Catalina Castillo

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Eric Zipfel

Advisor

Eric Zipfel

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Dina Isola

Advisor

Dina Isola

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Chris Carey

Advisor

Chris Carey

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Sean Russo

Investment Analyst

Sean Russo

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Duncan Hill

Creative Director

Duncan Hill

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Erika Mauro

Client Service Director

Erika Mauro

Claire Galante

Executive Assistant

Claire Galante

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Jay Tini

President

Jay Tini

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Callie Cox

Chief Market Strategist

Callie Cox