RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Reformed Broker RIA makes hire to turn his $825-million-AUM firm into a blog incubator with a not-unneeded feminine touch

Ritholtz Wealth's Josh Brown hires estimable Blair duQuesnay, a reformed UBS broker who brings her own online presence

Author Brooke Southall June 8, 2018 at 2:37 AM
Admin:
no description available
Blair duQuesnay, like Josh Brown, paid her dues on Wall Street.

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



Bill Winterberg

Bill Winterberg

June 15, 2018 — 1:53 PM
AUM Fact Checks. RIABiz wrote "Since they opened the doors of Ritholtz Wealth Management in October 2013, Josh Brown and Barry Ritholtz, ..., have amassed a respectable — if hardly mind-blowing — $180 million in assets from 150 households." <a href="https://riabiz.com/a/2014/10/6/josh-brown-and-barry-ritholtz-masters-of-the-financial-twitterblogging-universe-launch-a-robo-effort-to-monetize-their-followers" rel="nofollow">https://riabiz.com/a/2014/10/6/josh-brown-and-barry-ritholtz-masters-of-the-financial-twitterblogging-universe-launch-a-robo-effort-to-monetize-their-followers</a> Above, you write they started with $100 million AUM. Which is it? The above, you write: "Since the partners founded the firm in 2013 with $100 million of AUM, it has grown more than 600% to $825 million" Form ADV reports $708,214,383 as of 4/5/2018 <a href="https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=168652" rel="nofollow">https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=168652</a> Which news am I supposed to believe?
Bill Winterberg

Bill Winterberg

June 15, 2018 — 7:06 PM
I reviewed both posts and realized that your $180M figure was published in October 2014 and should not have confused that with the original AUM that existed when the firm launched in October 2013.
Harrison

Harrison

June 22, 2018 — 1:15 PM
What are your thoughts on airdrops? <a href="http://airdrop-review.com/what-is-a-airdrop/" rel="nofollow">http://airdrop-review.com/what-is-a-airdrop/</a>

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo