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

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Nelson Crane

Trading Research Associate

Nelson Crane

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Jonathan Novy

Sr. Advisor

Jonathan Novy

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Callie Cox

Chief Market Strategist

Callie Cox

Travis Varga

Creative Media Producer

Travis Varga

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Susan Gray

Sr. Client Service Associate

Susan Gray

Anna Chaiken

Vice President

Anna Chaiken

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Jay Tini

President

Jay Tini

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Adam Gock

Sr. Client Service Associate

Adam Gock

Chris Carey

Advisor

Chris Carey

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Claire Galante

Executive Assistant

Claire Galante

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Colleen Parker

Director of Client Service

Colleen Parker

Sean Russo

Investment Analyst

Sean Russo

Alex Messer

Sr. Trader

Alex Messer

Duncan Hill

Creative Director

Duncan Hill

Eric Zipfel

Advisor

Eric Zipfel

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Erika Mauro

Client Service Director

Erika Mauro

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Gisela Warner

Director of Operations

Gisela Warner

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Benjamin Packer

Client Service Associate

Benjamin Packer

Adam Day, CFP®

Advisor

Adam Day, CFP®

Lisa Paul

Client Service Associate

Lisa Paul

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Andrea Diltz

Client Service Associate

Andrea Diltz

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Catalina Castillo

Compliance Analyst

Catalina Castillo

John Grayson

Head of Post Production

John Grayson

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Josh Brown

CEO

Josh Brown

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Nick Maggiulli

COO

Nick Maggiulli

Dina Isola

Advisor

Dina Isola

Lauren Spears

Client Service Associate

Lauren Spears

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Angelica Andrews

Paraplanner

Angelica Andrews

Joey Fishman

Sr. Advisor

Joey Fishman

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Dylan Kluender

Sr. Trader

Dylan Kluender

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Brian Rosen

Sr. Advisor

Brian Rosen

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®