Meet the RIA

Winthrop Wealth Co-Chief Investment Officer Andrew Murphy, CFA talks about overcoming different challenges over the years, ranging from an office fire to a pandemic. He also explains how inflation impacts different asset classes.

Bartlett Wealth Management President, Wealth Advisor and Principal Holly Hirt Mazzocca, CFP® describes the firm's investment approach, culture, focus on diversity & inclusion, and growth strategy.

Your Dedicated Fiduciary® Wealth Strategist & Founder D. Vance Barse, AIF® discusses the #1 concern he is hearing from clients right now: taxes. He also outlines Morningstar's updated categories, reflects on what it was like leading a company through a pandemic, and shares his longterm outlook on the financial services industry.

Wealth Enhancement Group's Chief Operations Officer Terri Kallsen shares why she chose a career in financial services and why she hopes more women will choose to do the same. She says it's important for women to lift each other up and offers advice for young women as they launch their careers.

Sr. Client Advisor Cathy Miller opens up about what clients need most from their advisors and some of the biggest industry changes she has seen over the years. Miller is the co-founder of Atlanta Financial Associated, which recently merged with Mercer Global Advisors.

Johnson Investment Counsel President and CIO Jason Jackman shares why people and culture are crucial to his RIA's success. He also discusses how the firm is using technology, focusing on diversity and inclusion, and getting more employees involved in the goals and planning process.

CEO Shannon Eusey discusses Beacon Pointe Advisors' focus on culture, M&A and female leadership. She says these factors differentiate the firm, which has been consistently ranked a top RIA by Barron's.

International Assets Advisory CEO Ed Cofrancesco shares his holistic approach to fostering strong relationships. With the historic rise of Gamestop, he also warns investors to be weary of "magic" in the markets and emphasizes the importance of diversification and a long-term strategy.

Chief Investments and Business Development Officer James Cahn shares the key points driving Wealth Enhancement Group's growth. He also discusses how the top RIA firm is transforming to the digital space and the role of technology in the ever-evolving industry.

Stratos Wealth Partners Founder & CEO Jeff Concepcion shares how the Coronavirus crisis has forced firms to innovate, offers his advice for staying engaged, and speculates about the future of communication.

Scott Hanson discusses his firm's approach to investing, a new philanthropic initiative, and where he sees the industry headed in the next 5-10 years. Hanson is Co-Founder and Co-CEO of Allworth Financial, which was ranked a Top 30 RIA Firm by Barron's.

Ritholtz Wealth Management Chairman & CIO Barry Ritholtz shares what it was like launching his own firm and the lessons he has learned along the way. He also outlines 10 finance phrases to avoid, compares the stock market to the economy, and talks about why it's important to set goals.

Joe McCaffrey, Partner and Chief Investment Officer at Salem Investment Counselors, shares his 2021 investment outlook, highlighting different areas of opportunity. He also warns investors about some common mistakes to avoid in the new year.

David Rea tells investors not to forget this very critical investing principle. He's President of Salem Investment Counselors, which has been ranked the #1 Advisory Firm by CNBC two years in a row.

Larry Sprung, Founder and Wealth Advisor at Mitlin Financial, shares how client needs and expectations have changed over the years and how to align investments with goals. He also weighs in on diversity and inclusion, what inspired him to become a financial planner, and the evolution of technology. 

Carson Group Founder & CEO Ron Carson shares what it was like to be one of the first independent advisors in the space and what he has learned about investing and proving your value over the years. He also weighs in on how technology has changed the landscape.

Ric Edelman shares how the results of the 2020 Election could impact markets and whether the economy will catch up with the stock market. He's the Founder of Edelman Financial Engines, which has been consistently ranked the #1 RIA by Barron's.

CEO Mike LaMena shares how talent and culture have led Wealthspire Advisors to be ranked a Top 25 Registered Investment Advisor by Barron's. He also compares organic growth with M&A and explains why both are important.

Since 2015, about two-thirds of the gains in the S&P 500 have been driven by just six stocks, says Ritholtz Wealth Management Chairman & CIO Barry Ritholtz. He shares his research on the big tech rally, the history of markets, and more.

Moneta CIO Bill Hornbarger looks back on the market impact of the COVID-19 crisis and shares his outlook for the rest of 2020. He weighs in on credit spreads, the low-yield environment, presidential election, and more.

Peter Mallouk shares some simple tips to help people increase their wealth and get rid of debt. He also shares his thoughts on the future of the financial planning industry and how he is advising people during COVID. Mallouk is the President of Creative Planning and has consistently been ranked one of the top registered investment advisors in the country.

Moneta Managing Partner and Chairman of the Board Eric Kittner talks about trends in the RIA space, his greatest piece of advice, and more. Moneta has been ranked the #4 Registered Investment Advisor in the country by Barron's.

Ritholtz Wealth Management Chairman and CIO Barry Ritholtz shares his personal journey as an RIA, why he started managing people's money, and his approach to research, commentary and analysis.

Ric Edelman, Founder of the #1 RIA Firm Edelman Financial Engines, discusses stocks and why he thinks there could be more pain to come for markets. Edelman also shares creative ways he is helping clients save money during these uncertain times.  Whether it's paying full tuition for your child to take online classes at an expensive university or paying auto insurance for a vehicle parked in your ga...