Nathan Gilmore

Estate Attorney

How I Arrived at Ritholtz

“I started my career as a Trusts and Estates attorney in Norfolk, Virginia, advising clients on a range of estate planning strategies. While I greatly enjoyed my time in practice, I found myself increasingly drawn to a more holistic client approach that integrates estate planning consulting within a broader wealth management framework. During this time, I also discovered the Animal Spirits podcast. I appreciated and respected the time and effort they took each week to explain complex concepts in simple terms both for their clients and their broader listening audience. After hearing the firm’s hiring email mentioned on a podcast episode, I decided to reach out and haven’t looked back!”

Favorite Part Of The Job

“I take great pride in helping clients create comprehensive estate plans that align with their legacy planning goals, while also ensuring they understand the strategies and decisions involved.”

When I'm Not Working

“Outside of work, I enjoy spending time with my fiancée, Kayla, and our two rescue dogs, Maggie and Maple. In my free time, I am usually playing golf, offshore fishing with my dad, or experimenting with a new recipe in the kitchen.”

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