Advisor

How I arrived at RWM:

“I started my career in the same year that the firm was founded. My first role was as an Associate Advisor at an RIA firm where I began to learn investing and financial planning. I was lucky enough to stumble upon Ben & Josh’s blogs in the early days and, as my career was progressing, I simultaneously absorbed as much as I could about the industry from their writing. While in my next role at a multi-family office a couple years later, I started following Blair on Twitter. When I saw that she joined RWM, I knew I had to connect with her. She took a chance on me and introduced me to Josh, Michael, Bill, & Kris. In the meantime, I had been serving clients as an Investment Advisor at an independent trust company. After a few years of “just checking in” emails, it was eventually the right time for both of us and I made the leap.

Truth be told, there was always something in me that knew I would end up here. Every experience I had along the way led me to this place.”

Favorite Part of the Job:

“I truly love every aspect of this career. Providing advice to clients and getting to walk alongside them in life is such a privilege. It is humbling to know that the work we do for clients can have an impact for many generations.”

Experience:

LinkedIn

Education:

University of Tennessee at Knoxville, BS, Finance
Chartered Financial Analyst®
CFP®

When I’m Not Working:

“Nashville is home, with my husband and our two black labs. Living in Music City is the ideal setup for my concert habit. I also enjoy practicing yoga, hiking, and traveling anywhere. My newest hobby is learning about wine, which is proving to be a lifelong endeavor.”

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.