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.

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