People Moves Related to "Mystery solved: Josh Brown and Barry Ritholtz start RIA -- or is that actually where the intrigue begins"
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Amid skyrocketing growth, Barry Ritholtz sold a big tranche of shares in his RIA -- at a bargain -- making his CEO Josh Brown the largest among 29 new shareholders and getting 'forever' in return
Feb 4, 2026Ritholtz Weath leapt to $7.7 billion of AUM -- up $5 billion since 2022 -- but the firm's co-founder didn't seek the highest bidder because it didn't achieve his succession goals.
Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox
Nov 22, 2022The 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
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
Sep 16, 2020The 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