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