In the summer, we like to enjoy all Long Island has to offer by playing golf, boating and enjoying the beaches. It truly had a formative impact on my view of this industry. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place. After gaining seven years’ experience at an RIA firm, I jumped at the chance to help RWM build their operations from the ground up.”“I love interacting with our clients. It was clear to me that the future was not in the brokerage world. We work with you to create a plan that can adapt and adjust as life circumstances change.Whether you are an employer or an employee, we can help make your 401(k) or 403(b) retirement plan simpler, cheaper, and easier to manage.Tax management and risk protection can impact your financial picture.

We live in Newport, RI with our trusted family dog.”“I had spent many exciting years as a regulator in the financial services industry, leading national programs to review compliance of broker-dealers and registered representatives with securities laws and rules. Josh is the author of the book Backstage Wall Street, (McGraw-Hill, 2012). Ritholtz Wealth Management is an investment advisor.

That’s true for my coworkers, as well as our clients.”“My wife Lori and I live on Long Island with our daughter, Juliana and our son, Owen.

Given the trend of increasing registered investment advisory services, I was interested in challenging myself by learning and applying my skill set in this growing area. Ritholtz Wealth Management provides services to … I was fortunate to learn of the opportunity to build out the Compliance program at RWM.

Past performance is no guarantee of future returns. Another passion of mine is restoration work. When they go to sleep, I love to read and write. My career began with a sales position at a life insurance company and the things that Josh was writing about, in terms of career incentives and being a fiduciary, really resonated with me. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. His clients range from individuals to corporations, retirement plans and charitable foundations.Josh is the author of the book Backstage Wall Street, (McGraw-Hill, 2012).He is on the advisory board of Brightscope, where he hopes to help usher in a new era of transparency for the financial advisory industry.Josh blogs at The Reformed Broker, where he discusses markets, politics, economics, media, culture and finance using statistics, satire, anecdotes, pop culture references, sarcasm, fact, fantasy and any other device that help to get his points across and easily understood.He will challenge your perceptions, call it like he sees it and occasionally, make you laugh. I read somewhere that if you’re the smartest person in the room that you should leave that room – if that’s the case, I’m not leaving this room anytime soon. Rather than look at how Warren Buffett and other super investors built their fortune, I study their biggest mistakes and how they were able to overcome them.”“After six years on active duty as a Captain in the United States Army, I joined a family tax practice and began doing income tax work in Tuxedo, New York. All Rights Reserved.Ritholtz Wealth Management is a Registered Investment Adviser. Past performance is no guarantee of future returns. Being at a big brokerage firm through the financial crisis was the single best learning experience I could have asked for.

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