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Financial Advisory  + Wealth Management  | 
$4B Ritholtz Names Collie Cox as Chief Market Strategist

$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.

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Inside The Story

Ritholtz Wealth Management

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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