Anna Chaiken

Vice President

How I Arrived at Ritholtz

“I’ve been in the financial world for over a decade, beginning with my fellow Chicago colleagues in a small independent firm here in Chicago. After admiring RWM for a long time, we had the chance to meet the gang when they were in town, and the rest is history. It didn’t take long to turn that meeting into the opening of RWM Chicago. Working at a growing firm with like-minded people makes coming to work every day equally fun and rewarding.”

Favorite Part Of The Job

“The best part of my job is the people I work with – both my colleagues and our clients. They have become a second family to me and make coming to work so rewarding.”

When I'm Not Working

“My family and I are very passionate about animal rescue and love spending time with our rescue dog, Buddy, and assisting the animal rescue community in the Chicagoland area. We also love gardening, cooking, and traveling to new places to explore new cultures and cuisine.”

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