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