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

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Catalina Castillo

Compliance Analyst

Catalina Castillo

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Alex Messer

Sr. Trader

Alex Messer

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Dylan Kluender

Sr. Trader

Dylan Kluender

Colleen Parker

Director of Client Service

Colleen Parker

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Susan Gray

Sr. Client Service Associate

Susan Gray

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Brian Rosen

Sr. Advisor

Brian Rosen

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Angelica Andrews

Paraplanner

Angelica Andrews

Duncan Hill

Creative Director

Duncan Hill

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Gisela Warner

Director of Operations

Gisela Warner

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Lauren Spears

Client Service Associate

Lauren Spears

Nelson Crane

Trading Research Associate

Nelson Crane

Andrea Diltz

Client Service Associate

Andrea Diltz

Chris Carey

Advisor

Chris Carey

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Eric Zipfel

Advisor

Eric Zipfel

Mindy Giles

Client Service Associate

Mindy Giles

Travis Varga

Creative Media Producer

Travis Varga

Erika Mauro

Client Service Director

Erika Mauro

Lisa Paul

Client Service Associate

Lisa Paul

Callie Cox

Chief Market Strategist

Callie Cox

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Sean Russo

Investment Analyst

Sean Russo

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

John Grayson

Head of Post Production

John Grayson

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Benjamin Packer

Client Service Associate

Benjamin Packer

Anna Chaiken

Vice President

Anna Chaiken

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Claire Galante

Executive Assistant

Claire Galante

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Jay Tini

President

Jay Tini

Nick Maggiulli

COO

Nick Maggiulli

Joey Fishman

Sr. Advisor

Joey Fishman

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Josh Brown

CEO

Josh Brown

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Dina Isola

Advisor

Dina Isola

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Adam Gock

Sr. Client Service Associate

Adam Gock

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®