{"id":903833,"date":"2026-11-03T01:06:16","date_gmt":"2026-11-03T01:06:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/903833\/"},"modified":"2026-11-03T01:06:16","modified_gmt":"2026-11-03T01:06:16","slug":"callie-cox-joins-plancorp-as-director-of-investment-strategy","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/903833\/","title":{"rendered":"Callie Cox Joins Plancorp as Director of Investment Strategy"},"content":{"rendered":"

Callie Cox, who stepped down as chief market strategist at Ritholtz Wealth Management after about two years with the firm<\/a>, has joined Plancorp Wealth Management, a St. Louis-based fee-only wealth management firm with $10.5 billion in assets under management, as director of investment strategy.<\/p>\n

Cox will work alongside Plancorp\u2019s Chief Investment Officer Peter Lazaroff to shape the firm\u2019s investment strategy, portfolio direction and strategic priorities. She\u2019ll also create market research and investment insights and join investment committee discussions.<\/p>\n

\u201cShe is thoughtful about markets, grounded in long-term investing principles and exceptionally good at connecting research and strategy to the questions advisors and clients are asking,\u201d Lazaroff said in a statement.<\/p>\n

When Cox joined Ritholtz in 2024, she launched \u201cOptimistiCallie<\/a>,\u201d her weekly newsletter that was publicly available through The Compound, Ritholtz\u2019s multiple programs and podcasts. She also became a member of The Compound.<\/p>\n

Related:People Moves: $6.8B Sowell Names New CIO, Launches Investment Office<\/a><\/p>\n

In an August newsletter, Cox announced she was leaving Ritholtz and described the personal and physical struggles she went through during a difficult pregnancy. She gave birth to twins earlier this year, and then went through postpartum depression.<\/p>\n

She also talked about changes she wanted to make in her career, namely, that she no longer wanted to be \u201cthe talking head.\u201d<\/p>\n

\u201cA few years ago, I made the conscious choice to focus on the bridge between market analysis and money management. Today, I\u2019ve decided I want to strengthen that skillset even more,\u201d she wrote.<\/p>\n

A spokesperson for Ritholtz did not immediately respond to a request for comment.<\/p>\n

Prior to joining Ritholtz, Cox was an investment analyst at social investing platform eToro. Prior to eToro, she held research roles at Ally, LPL Financial and First Citizens Bank. She started her career as a reporter at Bloomberg covering U.S. stock and options markets.<\/p>\n

\u201cI was drawn to Plancorp because of the firm\u2019s thoughtful approach to investing and its commitment to helping people make sense of complex financial decisions,\u201d Cox said in a statement. \u201cPlancorp has a strong investment philosophy, an incredibly thoughtful team and a culture that values both rigor and clear communication.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Callie Cox, who stepped down as chief market strategist at Ritholtz Wealth Management after about two years with…\n","protected":false},"author":2,"featured_media":903834,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-903833","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/903833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=903833"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/903833\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/903834"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=903833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=903833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=903833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}