I was the 19th employee of Ritholtz Wealth Management when I joined the firm four years ago next month. I knew I was getting on a rocket ship, but I underestimated what escape velocity would feel like. In my first year, we crossed $1 billion in assets under management, a record-breaking accomplishment for a start-up…
Career/Lifestyle Advice
Happy Birthday Chief
Unless you’ve been living under a rock, you know the CEO of my firm, Ritholtz Wealth Management, is Josh Brown – aka Downtown Josh Brown, The Reformed Broker. Today is his birthday. So in true introverted blogger fashion, I am inspired to write down a bunch of things I’ve thought over the years but have…
To the Class of 2020
I have thought about this year’s high school graduating class many time since the pandemic began closing schools. I regret that they are missing out on rites of passage like prom, graduation, and those last few weeks on campus where everything is wrapped up and nothing seems to matter. Many have plans to attend colleges…
A One-Percenter Blinded by Covid-19
The following is a guest post from a woman in wealth management whom I greatly admire, Charlotte Beyer. I met Charlotte at the CFA Wealth Management Conference in Los Angeles several years ago when I moderated her speaking engagement. Charlotte has dedicated her career to understanding the needs of the 1%. She founded the Institute…
Thanksgiving Gratitude
Thanksgiving is my favorite holiday. What could be better than an entire day devoted to cooking and eating decadent food, drinking delicious wine, and taking a long afternoon nap? Plus, I don’t have to decorate my house or buy and wrap presents for anyone. I am also glad that Thanksgiving is a time to remember…
One Year Later
Today marks my one year anniversary at Ritholtz Wealth Management. Time flies. When I think back to those first exciting days – the media coverage, the reactions on social media, and the thrill of joining a super crew – I am blown away by how much this move has exceeded my expectations. The following numbers…
Five Pearls of Wisdom from Gayle Benson
This weekend, I attended an event where Gayle Benson, owner of the New Orleans Saints and the New Orleans Pelicans, gave the opening keynote address. Normally, I do not schedule events at 8:30am on a Saturday morning, but for Gayle, I made an exception. It was the 5th annual Tulane University, Women Making Waves conference,…
Dear Former Branch Manager
I have been interviewed a few times since my controversial op-ed ran in the New York Times last month. Some were long-form podcast interviews that took a deep dive in to my career path. While revisiting the story of how I got here, I realized that I never thanked someone who had a major impact…
Circular Argument
I invited Meredith Jones, author, speaker, researcher, and expert in alternative investments, to speak to the CFA Society of Louisiana about women in investing. Or rather, the lack of women in investing. Lucky for us, she accepted, and I had the pleasure of meeting her in person for the first time. We have followed each…
My Habits for Reducing Environmental Impact
The recent National Climate Assessment Report is sobering. Let us hope these calculations are wrong, and the near future on Earth is not a dire as predicted. We follow an evidence-based approach to investing, and one cannot read this report and not find evidence that things are headed in the wrong direction. Some of our…
