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