Jordan D. Hanson, CFP®

Advisor

How I Arrived at Ritholtz

I have been in the wealth management industry since graduating from college in 2015. Early on, I came across the blogs and podcasts produced by RWM, including by Barry, Josh, Michael, Ben, and Nick. The messaging throughout their content quickly resonated with me, and I instantly became a fan. I found myself frequently referencing and sharing these blog posts and podcasts in conversations with my clients. In 2023, I had the chance to meet them in person. I quickly realized that their commitment and dedication to being best in class, serving their clients, and promoting a collaborative environment matched my values. I knew RWM would be the best place for me and my clients.

Favorite Part Of The Job

My favorite part of the job is my ability to make a positive impact on the lives of my clients and their families. I love working with my clients to give them comfort, confidence, and clarity around their finances and to help them turn their dreams into reality.

When I'm Not Working

I love spending time with my wife and our two dogs, going to the gym, anything with sports, and learning how to cook.

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