Advisor
E-mail: jonathan@ritholtzwealth.com

How I arrived at RWM:

“I’ve been in the advisory business for over 10 years. For years my partner, Brian and I had followed the Ritholtz gang on Twitter. It wasn’t long after we met them in Chicago that we launched RWM Midwest. It is refreshing to find people who see the world – and our roles as advisors – the same way. As is the case with RWM, Brian and I embrace data over narrative. We believe that simple beats complex, and we make planning and investment decisions based on evidence.”

Favorite part of the job:

“I love helping clients make better financial decisions, and stay committed to their plans even when it seems really hard. I’m lucky to work with such interesting people, both clients and colleagues alike. A lot of them like to visit over coffee or beers, which certainly makes my job fun.”

Experience:

LinkedIn

Education:

University of Oxford, M.A. History and Economics
University of Chicago, B.A. History; Phi Beta Kappa

When I’m Not Working:

“I live in Chicago with my wife, Laura; our children, Sam and Violet; and the family dog, Mabel. I never, ever miss a Manchester United game, which is funny because my family finds it hard to believe that I ever was an athlete. (I played soccer in college and at Oxford.) I feel pretty fortunate that most of the time I get to see my family in the morning before school, and have dinner with them at night. You just can’t put a price on that.”

Contact:

Call 847-272-5365

(C) 2022 Ritholtz Wealth Management LLC. All Rights Reserved.

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.