Investment Advisor Representative

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. Fortunately, after many years of courting Michael Batnick via email, phone, and lunch in Manhattan, he granted my ultimate wish and I’ve never been happier.”

Favorite Part of the Job:

“Helping the many clients and colleagues of Ritholtz. Next question.”

Experience:

LinkedIn

Education:

Trinity College

CERTIFIED FINANCIAL PLANNER™ / CFP®

When I’m Not Working:

“I’m scouring the various streaming platforms in search of a good movie or show that I haven’t seen yet, usually to no avail.”

Contact:

Call 212-625-1200