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
Patricia Hatzfeld
Patricia Hatzfeld
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Jordan D. Hanson, CFP®
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Lisa Paul
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Ross Cohen, CFP®
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Brian Rosen
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Trevor Batt, CFP®
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Taylor Hollis, CFP® CFA®
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Patrick Schwendeman, CFP® ChFC®
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Jonathan Novy
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Jalen Randolph, CFP®
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Patrick Haley, CFP®
Patrick Haley, CFP®
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Nate Jefferson, CFP®
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Paraplanner
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Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
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Michael Batnick, CFA®
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Susan Gray
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Tyler Hillyer, CFP®
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William Sweet, CFP®
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Dominic Bova, CFP®
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Matt Lohrius, CFP®
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Alex Palumbo, CFP®
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Everett Taylor, CPA®
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Andrea Diltz
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Matthew Papandrea, CFP®
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Tadas Viskanta
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Lauren Rose
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Joey  Fishman
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Lauryn Lafferty
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Travis Varga
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Sean Russo
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Advisor
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Daniel Baxter
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Client Service Associate – Tax
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Catalina Castillo
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Colleen Parker
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Jay Tini
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Nick Maggiulli
Nick Maggiulli
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Dylan Kluender
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Gisela Warner
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