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

Lauren Spears

Client Service Associate

Lauren Spears

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Benjamin Coulthard, CFP®

Advisor

Benjamin Coulthard, CFP®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Eric Zipfel

Advisor

Eric Zipfel

Dylan Kluender

Sr. Trader

Dylan Kluender

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Gisela Warner

Director of Operations

Gisela Warner

Dina Isola

Advisor

Dina Isola

Travis Varga

Creative Media Producer

Travis Varga

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Duncan Hill

Creative Director

Duncan Hill

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Erika Mauro

Director of Client Service – Family Office

Erika Mauro

Lisa Paul

Client Service Associate

Lisa Paul

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Mindy Giles

Client Service Associate

Mindy Giles

Josh Brown

CEO

Josh Brown

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Callie Cox

Chief Market Strategist

Callie Cox

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Joey Fishman

Sr. Advisor

Joey Fishman

Adam Day, CFP®

Advisor

Adam Day, CFP®

Nate Jefferson, CFP®

Paraplanner

Nate Jefferson, CFP®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Nicole Samoroukova

Media Producer & Head of Audience Development

Nicole Samoroukova

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Gary Pulford, CTFA

Advisor

Gary Pulford, CTFA

Colleen Parker

Director of Client Service

Colleen Parker

Sean Russo

Research Associate

Sean Russo

Kevin Young, CFP®

Advisor

Kevin Young, CFP®

Benjamin Packer

Client Service Associate

Benjamin Packer

Lauren Rose

Client Service Associate

Lauren Rose

Andrea Diltz

Client Service Associate

Andrea Diltz

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Dominic Bova, CFP®

Tax Planner

Dominic Bova, CFP®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Anna Chaiken

Vice President

Anna Chaiken

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Brian Rosen

Sr. Advisor

Brian Rosen

Angelica Andrews

Paraplanner

Angelica Andrews

Adam Gock

Client Service Associate

Adam Gock

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Nick Maggiulli

COO

Nick Maggiulli

Alex Messer

Trader

Alex Messer

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Daniel Parra

Creative Media Editor

Daniel Parra

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Susan Gray

Sr. Client Service Associate

Susan Gray

John Grayson

Sr. Creative Media Producer

John Grayson

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Jay Tini

President

Jay Tini