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