Advisor
E-mail: joey@ritholtzwealth.com

How I arrived at RWM:

“My entrance into the industry was the way it is for many people — the wrong way. In the early 2000s I worked with a team of proprietary traders running their short-term stock screens. Eventually, I stepped into the trader role. I did well for a while but then the great financial crisis hit. I was exhausted, humbled and miserable.  Over the next few years, and through fits and starts, I found myself running a tactical strategy for a Portland-based Wealth Management firm. I slowly built up a client base of real estate investors and attorneys who were too focused on buying up properties after the crash to deal with their retirement accounts. Most of the portfolios were a patch-work of high-cost active mutual funds and/or obscure hedged strategies put together by an insurance company or wirehouse. The cost reductions alone were worth the switch.”

Favorite part of the job:

“I am incredibly fortunate to work with colleagues and clients that share a common mission, culture, and philosophy. In overseeing the Portland Portfolio, I bring clients a sustainability-themed version of our core portfolio. I have long respected Barry Ritholtz for his consistently calm and honest voice. To have the opportunity to work with one of my heroes is a dream come true.”

Experience:

LinkedIn

Education:

Columbia College of Chicago
Kent State University

When I’m Not Working:

“I live and work in Bend, Oregon with my wife, Val, and dog, Ira. Most weekends you can find us cycling throughout the Pacific Northwest. In my free time, I serve on the board of a summer camp organization that also provides free day and overnight camp activities for food-insecure children.”

Contact:

Call 503-816-7729

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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.