Ritholtz Midwest: Announcing our new office in Chicago!

    

On behalf of the whole firm, I’m proud to announce the opening of our Chicago office – the new Midwest headquarters of Ritholtz Wealth Management!

This is a project we’ve been working on for about 9 months and I’m very excited to let you in on the details of what we’re doing.

Whenever we travel to see clients or participate in wealth management industry events, we make it a point to meet with some of our peers and learn more about what’s happening in local markets. And every once in a while we come across very special people who ought to be a part of our movement – people who get it and are as singularly focused on evidence-based investing as we are. People who’ve built client-centric practices and live the same message every day that we do. And when that happens, we want to bring those people in and make them a part of our mission.

Jonathan Novy, Brian Rosen, Colleen Barrett and Anna Chaiken, our new employees in Chicago, IL, exemplify everything that we believe in from a client service perspective. Dedicated, detail-oriented, thorough and empathetic – the type of people we would be proud to have speak with our clients and prospective clients and introduce our services to.

Jonathan and Brian, our new Investment Advisor Representatives, began their advisory practice together in 2007 and they’ve been childhood friends since 1985. Colleen and Anna, our new Client Service Representatives, joined their practice almost five years ago. Together, they make a formidable team. With the support of RWM’s personnel, portfolios and service model, they’re going to be unstoppable.

And they bring a lot to the table for us as well. In a letter to clients, I said the following:

When we first met Jonathan Novy and Brian Rosen, while visiting Chicago, we realized immediately that we were kindred spirits. And the more we talked, the more it became obvious that a partnership with them would be incredible for both their clients and ours. Jonathan and Brian bring a wealth of experience in insurance, estate planning and other vital aspects of wealth management that we’ll be leveraging on behalf of all the households we serve.

Insurance services and estate planning are two fundamental aspects of wealth management that go far beyond making decisions about what ETF to buy or sell. This is the kind of expertise that savvy investors are demanding from their wealth management firms and it’s our responsibility to be able to answer questions about these issues, given how much impact they have in people’s lives. Adding Jonathan, Brian, Colleen and Anna to our talent pool will be immediately beneficial for all of our client relationships.

Not to mention the fact that we happen to love Chicago…

Last April, my partners Kris, Michael and I spent a week in the city visiting with clients, colleagues and fans of our work. The amount of interest there was to get a meeting with our people absolutely bowled us over. Our new office is located in the heart of the West Loop, in Fulton Market on North Green Street. From there, we’ll be able to forge an even deeper connection with the thousands of people in the area who read our stuff, watch our appearances and want our help with the management of their investments.

Between our opening of a Newport Beach, California office last month and this week’s opening in Chicago, I feel like we’re on the verge of having another exciting year. If you’re interested in talking to us or learning more, visit Ritholtz Wealth Management here.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Ritholtz Midwest: Announcing our new office in Chicago! – Financial Solutions commented on Jan 08

    […]      On behalf of the whole firm, I’m proud to announce the opening of our Chicago office – the new Midwest headquarters of Ritholtz Wealth Management! This is a project we’ve been working on for about 9 months and I’m very excited to let you in on the details of what we’re doing. Whenever we travel to see clients or participate in wealth management industry events, we make it a point to m… Source: http://thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  2. trial iptv commented on Sep 13

    … [Trackback]

    […] Read More on on that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  3. btc evolution review commented on Sep 18

    … [Trackback]

    […] Find More Information here to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  4. blazing trader review 2020 commented on Sep 21

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  5. Making Money Online commented on Sep 22

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  6. cheap sex doll tubes commented on Sep 25

    … [Trackback]

    […] Here you will find 3271 additional Info on that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  7. old facebook layout commented on Sep 26

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  8. Bitcoin Era Review commented on Oct 01

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  9. 토토 commented on Oct 06

    … [Trackback]

    […] Find More here to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  10. Dallas Energy Plans commented on Oct 20

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  11. 토토사이트 commented on Dec 25

    … [Trackback]

    […] There you will find 18810 additional Information to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  12. cbd for anxiety commented on Jan 02

    … [Trackback]

    […] There you will find 30838 additional Information on that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  13. Olympus D-450 manuals commented on Jan 21

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]

  14. bmo compte en ligne commented on Jan 26

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2018/01/08/ritholtz-midwest-announcing-our-new-office-in-chicago/ […]