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.

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