How I arrived at RWM:
“I started reading Josh back in 2015 and was immediately drawn to his authenticity. Nobody I had ever read before cut to the truth like he did – that is, until I discovered Barry, Michael, Ben, Blair, Nick, Tony, Dina, Tadas, etc. At that point, I knew that I’d never reach my full potential as a financial advisor unless I became part of the RWM team.”
Favorite Part of the Job:
“Helping the many clients and colleagues of Ritholtz.”
Experience:
Education:
Trinity College
CERTIFIED FINANCIAL PLANNER™ / CFP®
When I’m Not Working:
“Three F’s – Family, Friends and Football”
Contact:
Call 212-625-1200