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