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