How I arrived at RWM
“Upon graduation from the Smeal College of Business at Penn State University, I immediately joined a wealth management firm in Philadelphia looking to help families navigate the complex world of financial services through honest advice and fiduciary responsibilities. However, I was quickly introduced to a world filled with immense inefficiencies and gaps between clients’ best interest and their brokers’ recommendations (commissions). This fueled me to find transparency in the industry and search for others that shared a similar mindset, which is how I came to follow Barry Ritholtz and Josh Brown. I joined RWM in January 2016. We were subletting offices from a millennial ran consulting firm, I was sharing an office with founder and Managing Partner Kris Venne, and our entire firm had $250MM in AUM. Since then, we’ve consistently been one of the fastest growing firms in NYC every year, managing over $5B as of Q3 2024, all through individuals and families proactively reaching out to us."
Favorite part of the job
“The ethos and methods of our firm have remained constant throughout this period of exponential growth. Portray transparent & accurate advice to the masses, they will appreciate it, and, one day, they will reach out to see how we can help. We will then help them. We build our clients comprehensive financial plans that encompass all of their hopes and dreams. We tailor each portfolio strategy in accordance with their financial plan based on their specific circumstances. We build bespoke strategies for each client based on their age, time horizon, tax brackets, tax location, ESG preferences, etc. We file our clients’ taxes. We have in-house insurance & estate planning experts. We have elite client service and trading teams. But the biggest value add we provide to our clients is comfort & piece of mind; knowing wholeheartedly that their finances are in the best possible position to achieve exactly what they want. Imagine not having to stress about the future, from a monetary & financial perspective? That’s why our clients hire us. I couldn’t be more proud of my role as a Sr. Advisor & Partner at Ritholtz Wealth Management."
When I’m Not Working
“When I am outside of the office, I can be found in Marlboro, NJ with my wife and son.”
