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Daniel Baxter

Client Service Associate – Tax

How I Arrived at Ritholtz

“I have been a follower of the firm through its podcasts, so when I came across the LinkedIn posting for a job in my home state, I jumped at the opportunity. After meeting with the team, I knew I was in the right place and couldn’t be happier to have joined the tax team here.”

Favorite Part Of The Job

“Working with our top-tier tax team to help clients navigate their tax situations is what I love about this role. Taking complex situations and breaking them down to help our clients achieve their goals is what I find most rewarding.”

When I'm Not Working

“Outside of work, I love mountain biking, and you can find me on any of the amazing trails that southeastern Pennsylvania has to offer on any given day. Besides that, I love live music and will go to concerts any chance I get.”

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