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

Dylan Kluender

Sr. Trader

Dylan Kluender

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Joey Fishman

Sr. Advisor

Joey Fishman

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Eric Zipfel

Advisor

Eric Zipfel

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Brian Rosen

Sr. Advisor

Brian Rosen

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Nick Maggiulli

COO

Nick Maggiulli

Chris Carey

Advisor

Chris Carey

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Nelson Crane

Trading Research Associate

Nelson Crane

John Grayson

Head of Post Production

John Grayson

Anna Chaiken

Vice President

Anna Chaiken

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Lisa Paul

Client Service Associate

Lisa Paul

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Adam Gock

Sr. Client Service Associate

Adam Gock

Angelica Andrews

Paraplanner

Angelica Andrews

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Callie Campanella, CFP®

Advisor

Callie Campanella, CFP®

Gisela Warner

Director of Operations

Gisela Warner

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Susan Gray

Sr. Client Service Associate

Susan Gray

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Erika Mauro

Client Service Director

Erika Mauro

Andrea Diltz

Client Service Associate

Andrea Diltz

Callie Cox

Chief Market Strategist

Callie Cox

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Matt Lohrius, CFP®

Sr. Advisor

Matt Lohrius, CFP®

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Catalina Castillo

Compliance Analyst

Catalina Castillo

Benjamin Packer

Client Service Associate

Benjamin Packer

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Jay Tini

President

Jay Tini

Travis Varga

Creative Media Producer

Travis Varga

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Colleen Parker

Director of Client Service

Colleen Parker

Alex Messer

Sr. Trader

Alex Messer

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Dina Isola

Advisor

Dina Isola

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Lauren Spears

Client Service Associate

Lauren Spears

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Sean Russo

Investment Analyst

Sean Russo

Duncan Hill

Creative Director

Duncan Hill

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Josh Brown

CEO

Josh Brown