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

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

John Grayson

Sr. Creative Media Producer

John Grayson

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Callie Cox

Chief Market Strategist

Callie Cox

Daniel Parra

Creative Media Editor

Daniel Parra

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Angelica Andrews

Paraplanner

Angelica Andrews

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Alex Messer

Trader

Alex Messer

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Nate Jefferson, CFP®

Paraplanner

Nate Jefferson, CFP®

Lauren Rose

Client Service Associate

Lauren Rose

Gisela Warner

Director of Operations

Gisela Warner

Josh Brown

CEO

Josh Brown

Benjamin Coulthard, CFP®

Advisor

Benjamin Coulthard, CFP®

Nicole Samoroukova

Media Producer & Head of Audience Development

Nicole Samoroukova

Adam Gock

Client Service Associate

Adam Gock

Eric Zipfel

Advisor

Eric Zipfel

Colleen Parker

Director of Client Service

Colleen Parker

Dylan Kluender

Sr. Trader

Dylan Kluender

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Kevin Young, CFP®

Advisor

Kevin Young, CFP®

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Joey Fishman

Sr. Advisor

Joey Fishman

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Lauren Spears

Client Service Associate

Lauren Spears

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Duncan Hill

Creative Director

Duncan Hill

Lisa Paul

Client Service Associate

Lisa Paul

Dina Isola

Advisor

Dina Isola

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Ross Cohen, CFP®

Advisor

Ross Cohen, CFP®

Erika Mauro

Director of Client Service – Family Office

Erika Mauro

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Mindy Giles

Client Service Associate

Mindy Giles

Gary Pulford, CTFA

Advisor

Gary Pulford, CTFA

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Sean Russo

Research Associate

Sean Russo

Dominic Bova, CFP®

Tax Planner

Dominic Bova, CFP®

Nick Maggiulli

COO

Nick Maggiulli

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Susan Gray

Sr. Client Service Associate

Susan Gray

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Travis Varga

Creative Media Producer

Travis Varga

Benjamin Packer

Client Service Associate

Benjamin Packer

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Jonathan Novy

Sr. Advisor

Jonathan Novy

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Brian Rosen

Sr. Advisor

Brian Rosen

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Nick Sapienza, CFP®

Advisor

Nick Sapienza, CFP®

Anna Chaiken

Vice President

Anna Chaiken

Andrea Diltz

Client Service Associate

Andrea Diltz

Jay Tini

President

Jay Tini