Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others.
Barry is the creator and host of Bloomberg’s “Masters in Business” radio podcast, and a featured columnist at the Washington Post. He is the author of the Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business.
Barry has named one of the “15 Most Important Economic Journalists” in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island.
Josh Brown has spent his career helping people invest and manage portfolios. His clients range from individuals to corporations, retirement plans and charitable foundations.
Josh is the author of the book Backstage Wall Street, (McGraw-Hill, 2012).
He is on the advisory board of Brightscope, where he hopes to help usher in a new era of transparency for the financial advisory industry.
Josh blogs at The Reformed Broker, where he discusses markets, politics, economics, media, culture and finance using statistics, satire, anecdotes, pop culture references, sarcasm, fact, fantasy and any other device that help to get his points across and easily understood.
He will challenge your perceptions, call it like he sees it and occasionally, make you laugh.
“In 2007 I decided that I wanted to change careers from food co-ops to finance. I joined a major brokerage firm on January 1, 2008. Being at a big brokerage firm through the financial crisis was the single best learning experience I could have asked for. It truly had a formative impact on my view of this industry. It was clear to me that the future was not in the brokerage world. Meeting Josh and Barry in 2012, then joining them was akin to joining your favorite band.”
Favorite part of the job:
“The people. I read somewhere that if you’re the smartest person in the room that you should leave that room – if that’s the case, I’m not leaving this room anytime soon. That’s true for my coworkers, as well as our clients.”
“My wife Lori and I live on Long Island with our teenage son Owen. My daughter Juliana is a Social Worker in NJ. When I’m not leading the advisors here at RWM, and working with my partners to grow and develop our firm – I’m tending my garden and plotting our next meal, we like to grow and cook food in our house. Prior to the recent situation we’re all in, we loved to travel – and are looking forward to getting back to it.”
“I was following Josh Brown’s work, both on Twitter and the blog, and what he was talking about really resonated with me. My career began with a sales position at a life insurance company and the things that Josh was writing about, in terms of career incentives and being a fiduciary, really resonated with me. I was lucky enough to meet him at a train station in the town we both grew up in, and the rest as they say, is history.”
Favorite part of the job:
“I have a deep respect for how hard investing for the long-term is, so knowing that we’re helping people on their journey gives me tremendous satisfaction. I love the fact that we’re helping our clients achieve their goals, which is why people invest in the first place.”
“Like most people, nothing gives me more pleasure than spending time with my family. When they go to sleep, I love to read and write. I’m very excited for my first book to come out. Big Mistakes: The Best Investors and Their Worst Investments inverts the traditional financial book. Rather than look at how Warren Buffett and other super investors built their fortune, I study their biggest mistakes and how they were able to overcome them.”
Read more from Michael Batnick, CFA® at:
RWM Team at Future Proof Festival 2022 (Huntington Beach, California)