Nelson Crane

Trading Research Associate

How I Arrived at Ritholtz

“I first learned about RWM from listening to the Animal Spirits podcast, and got to know the firm better when my good friend and former teammate from Vanguard, Dan Baxter, joined the team. While we were catching up one day, he mentioned there might be an opening on the Trading and Research team, and I jumped at the opportunity. After visiting the office it was clear that RWM is really something special.”

Favorite Part Of The Job

“I’ve had the opportunity to see firsthand just how much of a difference personal finance decisions can make in people’s lives. Being part of an amazing team that truly has clients’ best interests at heart, and knowing that I have the opportunity every day to make our clients’ lives better, is my favorite part of the job.”

When I'm Not Working

“I am an avid rock climber! Primarily indoor bouldering, but I also love getting outdoors whenever I can, whether it’s climbing, hiking, or trying something new.”

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