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