Stephanie Baszner, CFP®

Advisor

How I Arrived at Ritholtz

“A close Advisor made the introduction. His enthusiasm for the RWM Team was contagious, and I caught the bug. After becoming enraptured with the entrepreneurial spirit and thought leadership of the impressive members of the firm, I was given the incredible opportunity to come on board.”

Favorite Part Of The Job

” I enjoy listening to, learning about, and helping people. I’ve been amazed at the determination of the wonderful clients I work for. When trust is earned, I’m rewarded with a seat at the table during big life decisions.”

When I'm Not Working

“I’m spending time with my husband and family, and enjoying the fellowship of my church and friends.”

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

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Joey Fishman

Sr. Advisor

Joey Fishman

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Dina Isola

Advisor

Dina Isola

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Anna Chaiken

Vice President

Anna Chaiken

Adam Gock

Sr. Client Service Associate

Adam Gock

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Brian Rosen

Sr. Advisor

Brian Rosen

Jay Tini

President

Jay Tini

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Erika Mauro

Client Service Director

Erika Mauro

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Eric Zipfel

Advisor

Eric Zipfel

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Chris Carey

Advisor

Chris Carey

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Sean Russo

Investment Analyst

Sean Russo

Andrea Diltz

Client Service Associate

Andrea Diltz

Travis Varga

Creative Media Producer

Travis Varga

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Angelica Andrews

Paraplanner

Angelica Andrews

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Gisela Warner

Director of Operations

Gisela Warner

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Nelson Crane

Trading Research Associate

Nelson Crane

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Claire Galante

Executive Assistant

Claire Galante

Benjamin Packer

Client Service Associate

Benjamin Packer

Catalina Castillo

Compliance Analyst

Catalina Castillo

John Grayson

Head of Post Production

John Grayson

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Dylan Kluender

Sr. Trader

Dylan Kluender

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Duncan Hill

Creative Director

Duncan Hill

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Nick Maggiulli

COO

Nick Maggiulli

Lisa Paul

Client Service Associate

Lisa Paul

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Alex Messer

Sr. Trader

Alex Messer

Callie Cox

Chief Market Strategist

Callie Cox

Mindy Giles

Client Service Associate

Mindy Giles

Adam Day, CFP®

Advisor

Adam Day, CFP®

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Jonathan Novy

Sr. Advisor

Jonathan Novy

Josh Brown

CEO

Josh Brown

Lauren Spears

Client Service Associate

Lauren Spears

Susan Gray

Sr. Client Service Associate

Susan Gray

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Colleen Parker

Director of Client Service

Colleen Parker

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®