Erika Mauro

Client Service Director

How I Arrived at Ritholtz

“I had spent many years in the financial services industry and saw the growing trend of registered investment advisory firms entering the space. I wanted to learn more, so I moved along with these changes in the industry. After gaining seven years’ experience at an RIA firm, I jumped at the chance to help RWM build their operations from the ground up.”

Favorite Part Of The Job

“I love interacting with our clients. Whether I am helping them establish a relationship with our firm, transitioning over their accounts or troubleshooting an operational issue, there is never a dull moment. I also enjoy working with numbers and finding ways to improve efficiencies in our operations.”

When I'm Not Working

“I’m a single mother to three children, and that role is the most fulfilling one in my life. Supporting my children in their pursuits, be it in academics, athletics or musical arts is how I enjoy spending my time. Relaxing with my family, cooking and watching hockey are all ways I like to unwind.”

Industry Experience

35+ Years

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