Advisor

How I Arrived at RWM:

In 2015 I was working as a fixed income salesperson on a trading desk and I realized I wanted to have more of an impact on individuals and families, as opposed to working with large institutions. I joined a hybrid insurance/broker-dealer and began working with young families and individuals who believed that a good financial plan is the most important aspect of personal finance. After years of listening to Animal Spirits and reading/listening to Josh and Barry, I decided to reach out and see if the firm might be a fit for me and my clients; thankfully, it was a resounding yes!

Favorite part of the job:

I love helping people solve complex financial planning problems with clarity and expertise. Sometimes even the most minor mistakes can compound and I love the ability to have a huge impact on our clients financial success

Experience:

LinkedIn

Education:

Bachelor’s Degree in History from Roanoke College

When I’m Not Working:

My wife Amy and I live in Connecticut with our 2 kids (Jack 5, Emma 3). When I’m not working, I am an avid golfer and love cooking, good wine and bourbon. I also serve as a board member for the KAT6A Foundation, which was formed to provide research and support for children (such as my son, Jack) who have a rare genetic mutation of the KAT6A gene.

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.