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

Brian Rosen

Sr. Advisor

Brian Rosen

Patrick Haley, CFP®

Sr. Portfolio Manager

Patrick Haley, CFP®

Dina Isola

Advisor

Dina Isola

Colleen Parker

Director of Client Service

Colleen Parker

Trevor Batt, CFP®

Advisor

Trevor Batt, CFP®

Anna Chaiken

Vice President

Anna Chaiken

Ben Carlson, CFA®

Director of Institutional Asset Management

Ben Carlson, CFA®

Eric Zipfel

Advisor

Eric Zipfel

Daniel Baxter

Client Service Associate – Tax

Daniel Baxter

Duncan Hill

Creative Director

Duncan Hill

Nelson Crane

Trading Research Associate

Nelson Crane

Nick Friedman, CFP®

Sr. Advisor

Nick Friedman, CFP®

Nick Maggiulli

COO

Nick Maggiulli

Jordan D. Hanson, CFP®

Advisor

Jordan D. Hanson, CFP®

Ross Cohen, CFP®

Sr. Advisor

Ross Cohen, CFP®

Josh Brown

CEO

Josh Brown

William Sweet, CFP®

Chief Financial Officer

William Sweet, CFP®

Catalina Castillo

Compliance Analyst

Catalina Castillo

Matt Lohrius, CFP®

Advisor

Matt Lohrius, CFP®

Tadas Viskanta

Director of Investor Education

Tadas Viskanta

Alex Messer

Sr. Trader

Alex Messer

Daniel Parra

Sr. Creative Media Producer

Daniel Parra

Joey Fishman

Sr. Advisor

Joey Fishman

Gisela Warner

Director of Operations

Gisela Warner

Alex Palumbo, CFP®

Sr. Advisor

Alex Palumbo, CFP®

Tyler Hillyer, CFP®

Advisor

Tyler Hillyer, CFP®

Michael Batnick, CFA®

Managing Partner

Michael Batnick, CFA®

Lauryn Lafferty

Sr. Client Service Associate

Lauryn Lafferty

Nicole Samoroukova

Director of Experience & Media Producer

Nicole Samoroukova

Joe Perna, CFA, CFP®

Advisor

Joe Perna, CFA, CFP®

Erika Mauro

Client Service Director

Erika Mauro

Bill Artzerounian

Director of Tax Services

Bill Artzerounian

Cameron Rufus, CFP®

Advisor

Cameron Rufus, CFP®

Sean Russo

Investment Analyst

Sean Russo

Benjamin Packer

Client Service Associate

Benjamin Packer

Blair duQuesnay, CFP® CFA®

Lead Advisor – The Preserve

Blair duQuesnay, CFP® CFA®

Callie Cox

Chief Market Strategist

Callie Cox

Angelica Andrews

Paraplanner

Angelica Andrews

John Grayson

Head of Post Production

John Grayson

Nate Jefferson, CFP®

Advisor

Nate Jefferson, CFP®

Blake Wohlwend

Client Service Associate

Blake Wohlwend

Matthew Papandrea, CFP®

Advisor

Matthew Papandrea, CFP®

Jacobi Poesch

Sr. Client Service Associate

Jacobi Poesch

Travis Varga

Creative Media Producer

Travis Varga

Kris Venne, CFP®

Managing Partner

Kris Venne, CFP®

Jalen Randolph, CFP®

Advisor

Jalen Randolph, CFP®

Ian Cully, CFP® CFA®

Advisor

Ian Cully, CFP® CFA®

Lisa Rosenstein, CPA®

Tax Planner

Lisa Rosenstein, CPA®

Dylan Kluender

Sr. Trader

Dylan Kluender

Susan Gray

Sr. Client Service Associate

Susan Gray

Tony Isola, CFP®

Advisor

Tony Isola, CFP®

Barry Ritholtz

Chairman & Chief Investment Officer

Barry Ritholtz

Adam Niestradt

Sr. Investment Analyst

Adam Niestradt

Nathan Gilmore

Estate Attorney

Nathan Gilmore

Brianna Pintauro

Senior Client Service Associate

Brianna Pintauro

Patricia Hatzfeld

Chief Compliance Officer

Patricia Hatzfeld

Dan LaRosa, AIF®, QPFC

Sr. Advisor & Director of Corp. Retirement

Dan LaRosa, AIF®, QPFC

Benjamin Coulthard, CFP®

Sr. Advisor

Benjamin Coulthard, CFP®

Kyla Candelaria

Client Service Associate – Corp. Retirement

Kyla Candelaria

Kevin Young, CFP®

Sr. Advisor

Kevin Young, CFP®

Stephanie Baszner, CFP®

Advisor

Stephanie Baszner, CFP®

Paul Zodtner, CRPC®, RICP®

Sr. Advisor

Paul Zodtner, CRPC®, RICP®

Adam Day, CFP®

Advisor

Adam Day, CFP®

Matt Cerminaro

Data Research Associate

Matt Cerminaro

Chris Carey

Advisor

Chris Carey

Everett Taylor, CPA®

Tax Manager

Everett Taylor, CPA®

Claire Galante

Executive Assistant

Claire Galante

Adam Gock

Sr. Client Service Associate

Adam Gock

Andrea Diltz

Client Service Associate

Andrea Diltz

Michelle Katzen, CFP®, CDFA®

Sr. Advisor

Michelle Katzen, CFP®, CDFA®

Lauren Spears

Client Service Associate

Lauren Spears

Taylor Hollis, CFP® CFA®

Director of Family Office Services

Taylor Hollis, CFP® CFA®

Nick Sapienza, CFP®

Sr. Advisor

Nick Sapienza, CFP®

Jay Tini

President

Jay Tini

Gary Pulford, CTFA

Sr. Advisor

Gary Pulford, CTFA

Jonathan Novy

Sr. Advisor

Jonathan Novy

Patrick Schwendeman, CFP® ChFC®

Advisor

Patrick Schwendeman, CFP® ChFC®

Lisa Paul

Client Service Associate

Lisa Paul

Alan Brockhaus, CFP®, ChFC®

Advisor

Alan Brockhaus, CFP®, ChFC®