Director, Investor Education

How I arrived at RWM:

“Being a part of the first wave of investment blogging has given me the opportunity to witness bloggers become fixtures on the scene. The principals of Ritholtz Wealth Management have all tread that path. Over time I have become friendly with them in real life. When this opportunity arose I was eager to make the leap and join the growing team.”

Favorite part of the job:

“One way or another I have been educating myself and others on investing. Early on in my career I had the opportunity to write for prestigious journals and have really never stopped. Whether it be blogging or writing a book. The positive impact of the team on the business of financial advice is real. I hope to make it have an even greater impact.”



  • Indiana University, Bloomington, BA in Economics/Political Science
  • Booth School of Business, University of Chicago, MBA
When I’m Not Working:

“Much of my downtime is spent with my family for whom I love to cook especially with my Big Green Egg™. Books, movies and anything food-related that comes across Netflix. For the better part of my life I have been a Chicago Cubs fan. That long, tortuous experience has taught me many life lessons.”

What’s on My Mind:

Read my latest thoughts here.


Call 317-973-4750

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