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

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Colleen Parker

Director of Client Service

Colleen Parker

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Joey Fishman

Sr. Advisor

Joey Fishman

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Jay Tini

President

Jay Tini

Brian Rosen

Sr. Advisor

Brian Rosen

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Dina Isola

Advisor

Dina Isola

Lisa Paul

Client Service Associate

Lisa Paul

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Dylan Kluender

Sr. Trader

Dylan Kluender

Angelica Andrews

Paraplanner

Angelica Andrews

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Josh Brown

CEO

Josh Brown

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Benjamin Packer

Client Service Associate

Benjamin Packer

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Lauren Spears

Client Service Associate

Lauren Spears

Adam Day, CFP®

Advisor

Adam Day, CFP®

Nelson Crane

Trading Research Associate

Nelson Crane

Susan Gray

Sr. Client Service Associate

Susan Gray

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Gisela Warner

Director of Operations

Gisela Warner

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Eric Zipfel

Advisor

Eric Zipfel

Chris Carey

Advisor

Chris Carey

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Sean Russo

Investment Analyst

Sean Russo

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Andrea Diltz

Client Service Associate

Andrea Diltz

John Grayson

Head of Post Production

John Grayson

Duncan Hill

Creative Director

Duncan Hill

Alex Messer

Sr. Trader

Alex Messer

Nick Maggiulli

COO

Nick Maggiulli

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Callie Cox

Chief Market Strategist

Callie Cox

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Erika Mauro

Client Service Director

Erika Mauro

Claire Galante

Executive Assistant

Claire Galante

Anna Chaiken

Vice President

Anna Chaiken

Travis Varga

Creative Media Producer

Travis Varga

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Adam Gock

Sr. Client Service Associate

Adam Gock