$4B Ritholtz Names Collie Cox as Chief Market Strategist

Ritholtz Wealth Management (RWM), a national RIA that manages over $4 billion in assets for high-net-worth individuals and institutions, hired Callie Cox as chief market strategist to provide investment content for the firm.

Cox, a reporter turned investment analyst with over a decade of experience analyzing and working in markets, will be based in the firm’s new Charlotte office and will serve on its investment committee. She will work with RWM’s financial advisors and oversee communications regarding the firm’s investment strategy.

Cox will provide content to assist the firm’s advisors in engaging with clients on current market activity, economic data releases, and other variables influencing investor behavior, according to the firm.

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’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,” Cox said.

Prior to joining NY-based RWM, Cox was an investment analyst at online brokerage and cryptocurrency exchange 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.

Cox’s hiring follows the opening of the firm’s Los Angeles office led by senior advisor Michelle Katzen.