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.”

Experience:

LinkedIn

Education:

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.”

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.