Erika Mauro

Client Service Director

How I Arrived at Ritholtz

“I had spent many years in the financial services industry and saw the growing trend of registered investment advisory firms entering the space. I wanted to learn more, so I moved along with these changes in the industry. After gaining seven years’ experience at an RIA firm, I jumped at the chance to help RWM build their operations from the ground up.”

Favorite Part Of The Job

“I love interacting with our clients. Whether I am helping them establish a relationship with our firm, transitioning over their accounts or troubleshooting an operational issue, there is never a dull moment. I also enjoy working with numbers and finding ways to improve efficiencies in our operations.”

When I'm Not Working

“I’m a single mother to three children, and that role is the most fulfilling one in my life. Supporting my children in their pursuits, be it in academics, athletics or musical arts is how I enjoy spending my time. Relaxing with my family, cooking and watching hockey are all ways I like to unwind.”

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