People Moves

Who's Moving Where In Wealth Management? – Ritholtz, Winthrop, Others

Editorial Staff June 19, 2024

Who's Moving Where In Wealth Management? – Ritholtz, Winthrop, Others

The latest senior moves, appointments and personnel changes in the North American wealth management industry.

Ritholtz Wealth Management, a US RIA overseeing more than $4 billion in assets, has appointed former financial journalist Callie Cox as chief market strategist – a newly-created role. 

Cox (pictured) will operate from the firm’s new Charlotte office and will join its investment committee. 

Prior to this, Cox was an investment analyst at social investing platform eToro. She has also held investment strategy and research positions at Ally, LPL Financial and First Citizens Bank. Cox began her career as a reporter at Bloomberg, where she covered US stock and options markets after graduating from the University of North Carolina with a bachelor of arts degree in journalism.

The firm, headquartered in New York City, has also opened an office in Los Angeles led by senior advisor Michelle Katzen.  

Winthrop Capital Management
Winthrop Capital Management, an RIA, has promoted Adam Coons to the post of co-chief investment officer. 

Coons, who has been at the firm since 2013, was previously chief portfolio manager.

Coons holds a BS degree in finance from the Kelley School of Business at Indiana University-Purdue University Indianapolis. A CFA, his specialized research extends to the technology, telecommunications and industrial sectors.

Raymond James
Raymond James has welcomed financial advisor Anthony Losh to its firm's employee advisor channel, in Stuart, Florida.

Losh arrives from Ameriprise Financial, where he managed more than $250 million in client assets. He is joined by financial planning consultant Julia Arrighi and registered client service associate Rene Quinones. The team operates as part of RJA's Stuart branch, led by branch manager Tanya Wandoff and Central Florida complex manager Stephen Fricke.

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