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