Callie Cox Joins Ritholtz Wealth Management As Chief Market Strategist
June 17 2024 - 11:08AM
Business Wire
Fast-growing RIA adds Cox to lead client
communications on investment strategy and market analysis
Ritholtz Wealth Management (RWM), a national RIA
overseeing more than $4 billion in assets for high-net-worth
clients and institutions, today announced the hiring of Callie
Cox as chief market strategist. A reporter turned investment
analyst with more than a decade of experience studying and working
in markets, Cox will operate out of the firm’s new Charlotte office
and will join its investment committee. In the newly created role,
she will collaborate with RWM’s team of financial advisors and lead
communications on the firm’s investment strategy to its audience of
clients and prospects.
Noted for her ability to simplify complex investing concepts and
offer commentary that helps make markets more approachable, Cox
will be creating a suite of content to help the firm’s advisors
engage with clients around recent market activity, economic data
releases and other factors that influence investor behavior. She
will also become a member of “The Compound,” rotating onto
RWM’s multiple programs and podcasts, and will launch her own
newsletter and blog called Cautiously Optimistic.
“I’ll tell you how it is; that’s been my brand for years now,”
said Cox. “I’m honored to join Ritholtz Wealth to be another
voice within our team that our clients can rely on to cut through
the noise and better understand how markets impact their portfolios
and, ultimately, their financial lives.”
Prior to joining RWM, Cox was an investment analyst at social
investing platform eToro. She has also held investment strategy and
research roles at Ally, LPL Financial and First Citizens Bank. Cox
began her career as a reporter at Bloomberg, where she covered U.S.
stock and options markets after graduating from the University of
North Carolina with a Bachelor of Arts degree in Journalism.
“Callie loves teaching market dynamics, explaining complex
topics and debating investment trends. Those are just a few of the
reasons why she’s such a perfect fit with us,” said Michael
Batnick, CFA®, managing partner at Ritholtz Wealth.
“She's already one of the gang, and I can’t wait to work alongside
her.”
Cox’s hiring at RWM closely follows the opening of the firm’s
Los Angeles office led by senior advisor Michelle
Katzen, CFP®, CDFA®. As RWM experiences rapid growth, it
has continued to add top talent and scale its team of advisors to
more than 25 CFP® professionals who are serving its national client
base of over 4,000 individuals and families.
“Callie’s arrival is the latest example of our dedication to
continuing to level up our client experience,” said Blair
duQuesnay, CFP®, CFA®, lead advisor of The Preserve at
Ritholtz Wealth. “With Callie on board, we have another expert
market strategist to add to our chorus of voices speaking our
philosophy of transparency, education, and putting clients first.
She will be invaluable to our advisors in helping solve problems
for our clients and providing them peace of mind.”
For more information about RWM’s team and approach to client
service, please visit ritholtzwealth.com.
About Ritholtz Wealth Management
Ritholtz Wealth Management is a Registered Investment Adviser
based in New York City, with offices across the country, that
offers a full suite of financial planning and asset management
services to high-net-worth households, corporate retirement plans,
endowments and charitable foundations. The firm's core principle is
bringing value-added investment and financial planning help to its
clients as a fee-only fiduciary advisor. For more information,
please visit ritholtzwealth.com, follow us on X @ritholtzwealth and
on YouTube at The Compound.
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