Mystery solved: Josh Brown and Barry Ritholtz start RIA -- or is that actually where the intrigue begins
After a couple of years of 24/7 tweeting and blogging, the duo is poised to scoop up talent on the cheap, keep it simple and dare to offend but experts say they also need to avoid 'talking heads' syndrome
Related Moves
Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox
The dynamic New York City super-blogger duo now have a $2.8 billion AUM RIA and a 'massive fanbase' to cultivate, but they also foresee a need to rein in and retain
November 22, 2022 at 2:38 AM
Known for his high 'emotional quotient,' Jason Lahita rides solo, again, as a PR guru; this time, he's selective and looking for a few good non-robots
The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding with a mindset of finding clients who click with him
September 16, 2020 at 6:00 PM
FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO
Jeff Spears
I wish them the best. Effective use of Social Media is a competitive advantage of independent RIAs and there is NOBODY better at Social Media than these two.
Only unsolicited advice I’d give is to refine their positioning on backoffice support.
The back-office “kids” will do the stuff anyone can do. That way they each have time to do “only the stuff only you can do,” the CIO saysJohn
Why didnt the story mention the fact that neither of these clowns is qualified to manage anyone’s money or the fact that Brown worked fro Westrock Advisers which was a boiler room that lost its broker dealer license??? Just another example of crap media.