Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals.

We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm.

We work for – and are solely compensated by – our clients; those are the only interests we serve.

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Investment Management

Ritholtz Wealth Management

Josh Brown

Financial Advisor

Jean Laguerre

Jay Tini

Michael Batnick

Erika Mauro

Patricia Hatzfeld

Duncan H.

The Leadership Team at Ritholtz Wealth Management is responsible for setting the strategic direction of the firm, ensuring adherence to fiduciary standards, and maintaining compliance with industry regulations. This team collaborates to foster a culture of excellence and innovation, driving the firm’s commitment to providing top-notch financial planning and wealth management services while prioritizing the interests of clients. Additionally, they oversee operational efficiency and resource allocation to maximize client satisfaction and business growth.

Leadership Team

Client Service

Leadership Team

About

Team members

Other teams at Ritholtz Wealth Management

Investment Management

Client Service