Corporate Retirement Plans
E-mail: dan@ritholtzwealth.com

How I arrived at RWM:

“I came to the financial services / retirement plan space as a result of responsibilities I had for employee benefits during my corporate days.  I thoroughly enjoyed that part of the job and at one time served as both an Investment Committee member for our Pension plan and later, as a Trustee of our 401k plan.” 

Favorite part of the job:

“In a nutshell – education.  There is so little education for plan sponsors, individual clients, plan participants as to what really matters in retirement savings; and what the difference is between ‘product’ and ‘process.’  I love that part of the job.”

Experience:

LinkedIn

Education:

Providence College, B.A. Political Science

Professional Organizations:

Accredited Investment Fiduciary the Professional Plan Consultant designations from the Center for Fiduciary Studies

When I’m Not Working:

“I like to stay active in my community; the Harry Chapin Food Bank in Fort Myers, Florida is particularly near and dear to my heart. I love a good golf course, even if it doesn’t love me back (though it’s so much better when it does).   Family time is very important to me.  My wife Rose and I spend quite a bit of time with our adult children and ever-growing brood of grandkids.”

Contact:

Call 212-625-1200

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Ritholtz Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place.