Erika Mauro

Director of Client Service – Family Office

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.”

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