Investment Advisor Representative

How I arrived at RWM:

“After running my own RIA for 10+ years, I had explored many opportunities for expanding the firm and its capabilities. But despite my many attempts, I had yet to find the right fit – until a good friend suggested that I check out Ritholtz Wealth. I had been reading Michael, Ben and Josh’s blogs for quite a while and shared many of their philosophies on financial planning and investment management, but I had not considered the option of working with a team remotely. Literally, from my first call with Kris, I knew I had found the right place. Each of my many conversations with other team members only solidified that feeling. In addition to the obvious (smart, forward looking, great communicators), I was really impressed by how authentic everyone was, how genuinely they believe that the client comes first, and their overall enthusiasm for all that this business entails. I am beyond excited to be a member of this firm, and grateful that I found a place where I know that I am providing my clients with the absolute best.”

Favorite Part of the Job:

“Working with incredibly interesting people, both clients and colleagues, from all walks of life – listening, learning, problem solving, and sharing ideas. Every day brings something new.”




The University of Texas at Austin; BA, Plan II Honors

University of South Carolina, Moore School of Business; MBA, Finance

Certified Financial Planner, CFP

Certified Divorce Financial Analyst, CDFA

When I’m Not Working:

“I’m sort of a nerd for learning, so I’m always in the middle of some book (typically on Audible…) on various topics surrounding the industry. I spend most of my free time with my daughter, Bella, traveling, working on a project in our garage “art studio,” or enjoying all the benefits of living on Hilton Head Island – tennis, golf, beach, water skiing. In the winter months, we hit the slopes out west as often as possible.”


Call 212-625-1200