Jordan D. Hanson, CFP®

Advisor

How I Arrived at Ritholtz

I have been in the wealth management industry since graduating from college in 2015. Early on, I came across the blogs and podcasts produced by RWM, including by Barry, Josh, Michael, Ben, and Nick. The messaging throughout their content quickly resonated with me, and I instantly became a fan. I found myself frequently referencing and sharing these blog posts and podcasts in conversations with my clients. In 2023, I had the chance to meet them in person. I quickly realized that their commitment and dedication to being best in class, serving their clients, and promoting a collaborative environment matched my values. I knew RWM would be the best place for me and my clients.

Favorite Part Of The Job

My favorite part of the job is my ability to make a positive impact on the lives of my clients and their families. I love working with my clients to give them comfort, confidence, and clarity around their finances and to help them turn their dreams into reality.

When I'm Not Working

I love spending time with my wife and our two dogs, going to the gym, anything with sports, and learning how to cook.

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