Fundz
Free weekly newsletter

Get the free weekly executive digest

The new leadership moves, who’s behind them, and what they mean — delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New leadership moves, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Leadership Trends

See who's moving and how much in your market

No credit card required Weekly executive digest

Ritholtz Wealth Management Hires Callie COX As Chief Market Strategist

PRIVATEJun 17, 2024•about 2 years ago

Position

Chief Market Strategist

Company

Ritholtz Wealth Management

Callie Cox
New YorkFinancial ServicesFinanceLending

Description

Ritholtz Wealth Management announced the hiring of Callie Cox as chief market strategist. Cox, with more than a decade of experience in studying and working in markets, will operate out of the firm’s new Charlotte office and will collaborate with RWM’s team of financial advisors and lead communications on the firm’s investment strategy.

Company Information

Company

Ritholtz Wealth Management

Location

New York, New York, United States

About

Ritholtz Wealth Management (RWM) is a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, committed to providing sophisticated yet straightforward financial planning and asset management. The firm's culture is rooted in the principles of transparency, education, and putting clients first.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Ritholtz Wealth Management's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.