Josh Brown — Contact Email, Phone & Team

Overview

As CEO of Ritholtz Wealth Management, Josh Brown leads a New York City-based investment advisory firm that manages over $4 billion for high-net-worth investors, corporate retirement plans, and foundations. The firm offers a range of services, including financial planning, retirement solutions, institutional asset management, insurance, and tax planning. Ritholtz Wealth Management is known for its comprehensive approach to wealth management, integrating various financial services to meet the diverse needs of its clients. Josh Brown is also a prominent financial commentator, author, and podcaster. He is the CEO of Ritholtz Wealth Management, a New York City-based investment advisory firm managing over $4 billion for high-net-worth investors, corporate retirement plans, and foundations. His blog, The Reformed Broker, is read by millions of investors, traders, and advisors around the world. He is also the author of three books, including his latest, How I Invest My Money. Josh's firm is focused on a range of investor services, including financial planning, retirement solutions, institutional asset management, insurance, tax planning, and more. In addition to his role at Ritholtz Wealth Management, Josh Brown is a contributing columnist to Yahoo! Finance, Business Insider, and Upside. He co-hosts a weekly podcast with Michael Batnick entitled The Compound & Friends. His insights and commentary are widely recognized in the financial industry, and he has been featured on various media platforms, including CNBC. His firm, Ritholtz Wealth Management, is known for its comprehensive approach to wealth management, integrating various financial services to meet the diverse needs of its clients.

Investment Focus

Accredited Investor
Investment Horizon
Risk Tolerance
Investment Objectives
Due Diligence Process
Legal Compliance
Regulatory Approvals
Investment Strategy Alignment
Portfolio Diversification
Liquidity Constraints
Exit Strategy
Tax Considerations
Management Fees
Performance Fees
Reporting and Transparency
Investor Communication
Confidentiality Agreements
Investment Restrictions
Investor Accreditation Verification

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerNvidiaTeslaMastercardChevronCoca-ColaPepsiCoSalesforceNetflixAdobeMerck

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Frequently asked questions about Josh Brown

What sectors does Josh Brown invest in?

Josh Brown invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Josh Brown is listed as a private investment firm in the ConnectSafely investor database.