Wealth Found Me

Wealth Found Me was really born out of frustration.

It was the fall of 2019. I was entering my senior year of college fresh off the summer break as a 2x failed insurance salesman with no job prospects to speak of.

I was a finance major, with a specialization in financial planning. The concept of money had always intrigued me, mostly from the fact that we—my grandmother, who raised my older brother and I—didn’t have much of it growing up.

Around the age of 8, unprompted by any adult, I would unplug the internet cable from our house phone, plug it into my grandmother’s laptop and look up jobs on Indeed. The highest paying jobs at the time were software engineers in New York City. This was also around the time I learned you can make money from the stock market! Now, all I needed to do was make it to New York, find this Wall Street, and wave sayonara to being poor. It’s funny how nearly 20 years later, it turns out I was onto something.

So knew I wanted to stay connected to the world of finance some how some way.

That’s when I got the idea to start a blog. Somewhere that I could showcase what I knew to potential employers, to show my peers that I actually learned something about this money stuff so when the time came, they’d trust me to give them solid financial advice. Really it was to get all of these thoughts and bad memories about money that was in my head out. The idea was that these topics are the foundational aspect of building wealth—you can’t move forward without: saving and budgeting, risk management, proper credit and debt management, and finally investing for the long-term. I’d call it The Wealth Foundation.

No… wait. Too generic and the domain was taken. I got it… Easy Money.

Nothing stuck. SquareSpace demanded I do better, so I hit “suggest more” one more time and among my options read “www.wealthfoundme.com.” Hmm, it certainly had a nice ring to it. And thus, the blog had been born.

Now, a few moths go by. The calendar turns and an airborne virus virtually ends life as we once knew it. This allowed me to spend more time researching and writing.

I met some incredibly ambitious young people all across the country who challenged me to dream bigger. With that, I was given the opportunity to do some freelance work for a few publications. Sammy Rabbit, a hub for parents with young kids looking to teach them fundamental aspects of money management skills, and parts of Jed Collin’s Money Vehicle program geared toward high school and college student athletes.

The combination of this content and my new connection eventually introduced me to the hottest firm in wealth management.

Which brings me to today:

Who Am I?

I am an investment advisor and CFP® out of New York City. I joined Ritholtz Wealth Management in 2021.

I’ve worked in several facets of our firm—working with early investors and young professionals like myself to helping families plan and transition to retirement—before landing our at my current role in our Multi-Family Office.

There’s a certain level of irony in a kid who grew up in a trailer park, wore my cousin’s hand me downs, and held, at minimum, a part-time job since 14, now working with the wealthiest families in America

I didn’t seek this life out.

Wealth found me.

Why subscribe?

If I were you, I’d stick around and see what happens.