In my day job, I’m the Director of Institutional Asset Management for Ritholtz Wealth Management LLC. RWM is a Registered Investment Advisor (RIA) headquartered in New York City but we have offices and advisors around the country. I sit on the firm’s investment committee, help with portfolio construction and risk management strategies and work directly with nonprofit and family office clients.
We help people and organizations plan their finances and invest their money. We work with:
- Individuals and families
- Nonprofit institutional investors
- Family offices
- 401(k) and 403(b) retirement plans
To learn more about how we work with clients, please request more information here.
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