Jacobi Poesch

Sr. Client Service Associate

How I Arrived at Ritholtz

“I found my way to RWM after a former colleague reached out and suggested I give the firm a look. What started as a casual conversation quickly turned into genuine curiosity. As I learned about RWM’s culture and work philosophy, it seemed the more I dug, the more it resonated with the direction I wanted for my career. The friendly nudge became the catalyst for an exciting new chapter!”

Favorite Part Of The Job

“I enjoy being the steady, supportive point of contact for clients as we guide them through important financial moments. I love the mix of problem-solving and personal connection—anticipating needs, smoothing out complexities and making sure clients feel taken care of.”

When I'm Not Working

“My husband, Dylan, and I live in Charlotte with our daughter, Nyla, and our dog, Brody. We love calling this city home and enjoy the mix of community and outdoor spaces. I’ve also developed a passion for home projects and fixing things — whether it’s tackling a small repair or a bigger DIY project, I love the creativity and problem-solving.”

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