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New York NY, 10018

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Mindy Giles

Client Service Associate

How I Arrived at Ritholtz

Several years back I met the RWM-Chicago team while I was working at a national brokerage firm. After admiring from afar, I jumped at the opportunity to join the team to experience the magic for myself.

Favorite Part Of The Job

Just being part of the RWM team is a dream come true! Spending each day with an entire team devoted to achieving optimal client outcomes leaves me feeling pumped up every day.

When I'm Not Working

I am married to Andrew and we have four children. Since relocating to North Carolina in 2019, I spend as much time as I can outdoors enjoying the pleasant climate. In my free time, I enjoy DIY projects and cheering on my favorite sports teams – which is any team my kids are on.

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