“I’ve spent more than 15 years working with high net worth and ultra-high net worth families across the wealth management landscape, including serving as Chief Investment Officer for a multi-family office. My background spans public and private markets, portfolio construction and implementation, and manager research. I had followed Ritholtz Wealth Management’s content for more than a decade, and after listening to a particularly compelling podcast, I reached out. That conversation quickly turned into an opportunity to join a firm whose philosophy and approach aligned closely with how I believe wealth management should be practiced.”
“The people. RWM is filled with thoughtful, intellectually curious professionals who are authentic, collaborative, and deeply focused on doing what’s right for clients. The firm’s commitment to putting clients first isn’t just marketing language, it’s embedded in how decisions are made and how service is delivered. RWM provides truly best-in-class service and it’s rewarding to work alongside a team that shares that purpose.”
“I live in Cincinnati with my wife, Lauren, and our two children, Owen and Emma. Much of my free time is spent fishing with Owen and practicing gymnastics with Emma. I’ve recently gotten into triathlons, which have been both demanding and incredibly rewarding. When I’m not outside, I enjoy watching movies and reading whenever I can.”
Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.
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