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.”

Industry Experience

3+ Years

Education/Certifications

BS Finance and BA Business Management, Florida State University. JD Cum Laude, University of Richmond School of Law

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