Ritholtz Wealth Management, the prominent RIA serving institutional and high-net-worth investors across the country, is bringing on a veteran reporter and investment analyst to a newly created C-suite role.
The firm announced on Monday that it has appointed Callie Cox as its first-ever chief market strategist, bringing her extensive experience in investment analysis and market communication to the national RIA.
Cox, a former reporter and seasoned analyst, will operate from the firm's new office in Charlotte, North Carolina, and will join the investment committee.
Before joining Ritholtz Wealth, Cox’s professional track record included time as an investment analyst at eToro and held roles at Ally, LPL Financial, and First Citizens Bank. Her career began as a reporter at Bloomberg, covering US stock and options markets after graduating from the University of North Carolina with a degree in journalism.
“I’ll tell you how it is; that’s been my brand for years now,” she said in a statement. “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.”
In her new role, Cox will take charge of developing content to assist Ritholtz's advisors in engaging clients on market trends, economic data, and insights on investor behavior. Beyond that, she will be contributing to the firm's programs and podcasts under "The Compound" and launching her own newsletter and blog, "Cautiously Optimistic."
“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 Ritholtz Wealth Managing Partner Michael Batnick.
“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,” added Blair duQuesnay, lead advisor of The Preserve at Ritholtz Wealth.
Cox's appointment follows the recent opening of Ritholtz Wealth's Los Angeles office, led by senior advisor Michelle Katzen. Overseeing than $4 billion in assets, the firm continues to expand its team, now comprising over 25 CFPs serving more than 4,000 high-net-worth clients nationwide.
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