Daniel Baxter

Client Service Associate – Tax

How I Arrived at Ritholtz

“I have been a follower of the firm through its podcasts, so when I came across the LinkedIn posting for a job in my home state, I jumped at the opportunity. After meeting with the team, I knew I was in the right place and couldn’t be happier to have joined the tax team here.”

Favorite Part Of The Job

“Working with our top-tier tax team to help clients navigate their tax situations is what I love about this role. Taking complex situations and breaking them down to help our clients achieve their goals is what I find most rewarding.”

When I'm Not Working

“Outside of work, I love mountain biking, and you can find me on any of the amazing trails that southeastern Pennsylvania has to offer on any given day. Besides that, I love live music and will go to concerts any chance I get.”

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
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Daniel Parra
Daniel Parra
Sr. Creative Media Producer
Daniel Parra
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Jay Tini
Jay Tini
President
Jay Tini
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Chris Carey
Chris Carey
Advisor
Chris Carey
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Sr. Advisor
Benjamin Coulthard, CFP®
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
John Grayson
John Grayson
Head of Post Production
John Grayson
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Joe Perna, CFA, CFP®
Joe Perna, CFA, CFP®
Advisor
Joe Perna, CFA, CFP®
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Nathan Gilmore
Nathan Gilmore
Estate Attorney
Nathan Gilmore
Kevin Young, CFP®
Kevin Young, CFP®
Sr. Advisor
Kevin Young, CFP®
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Lisa Rosenstein, CPA®
Lisa Rosenstein, CPA®
Tax Planner
Lisa Rosenstein, CPA®
Adam Niestradt
Adam Niestradt
Sr. Investment Analyst
Adam Niestradt
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Jacobi Poesch
Jacobi Poesch
Sr. Client Service Associate
Jacobi Poesch
Sean Russo
Sean Russo
Investment Analyst
Sean Russo
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Erika Mauro
Erika Mauro
Client Service Director
Erika Mauro
Nicole Samoroukova
Nicole Samoroukova
Director of Experience & Media Producer
Nicole Samoroukova
Dina Isola
Dina Isola
Advisor
Dina Isola
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Adam Gock
Adam Gock
Sr. Client Service Associate
Adam Gock
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Advisor
Nate Jefferson, CFP®
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Alex Messer
Alex Messer
Sr. Trader
Alex Messer
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Josh Brown
Josh Brown
CEO
Josh Brown
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®