How I arrived at RWM
“While working at other wealth management firms I started reading and listening to Michael, Ben, Josh, and the rest of the Ritholtz team’s content. It immediately resonated with me because they were constantly able to explain complex financial concepts in simple terms while using data. I believe that it is important to give the “why” behind recommendations and the RWM content was by far the best in the business. I eventually reached out to Jonathan Novy and we instantly clicked. As we talked about how RWM provides incredible value to his clients, I knew this would be the best firm for me and my clients.”
Favorite part of the job
“Simplifying the complex financial lives of our clients. It is incredibly rewarding to hear the impact that we have and give them the peace of mind to navigate the uncertainties we face every day.”
When I’m Not Working
“My wife and I live in the Roscoe Village neighborhood of Chicago. You can find us dining at local restaurants, visiting art galleries, and walking around neighborhood parks with our labradoodle, Bruno. I also enjoy staying active and playing hockey.”
