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.”

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