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Reformed Broker RIA makes hire to turn his $825-million-AUM firm into a blog incubator with a not-unneeded feminine touch

Ritholtz Wealth's Josh Brown hires estimable Blair duQuesnay, a reformed UBS broker who brings her own online presence

Author Brooke Southall June 8, 2018 at 2:37 AM
3 Comments
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Blair duQuesnay, like Josh Brown, paid her dues on Wall Street.

Women of Wealth Management


Bill Winterberg

Bill Winterberg

June 15, 2018 — 1:53 PM
AUM Fact Checks. RIABiz wrote "Since they opened the doors of Ritholtz Wealth Management in October 2013, Josh Brown and Barry Ritholtz, ..., have amassed a respectable — if hardly mind-blowing — $180 million in assets from 150 households." <a href="https://riabiz.com/a/2014/10/6/josh-brown-and-barry-ritholtz-masters-of-the-financial-twitterblogging-universe-launch-a-robo-effort-to-monetize-their-followers" rel="nofollow">https://riabiz.com/a/2014/10/6/josh-brown-and-barry-ritholtz-masters-of-the-financial-twitterblogging-universe-launch-a-robo-effort-to-monetize-their-followers</a> Above, you write they started with $100 million AUM. Which is it? The above, you write: "Since the partners founded the firm in 2013 with $100 million of AUM, it has grown more than 600% to $825 million" Form ADV reports $708,214,383 as of 4/5/2018 <a href="https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=168652" rel="nofollow">https://www.adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=168652</a> Which news am I supposed to believe?
Bill Winterberg

Bill Winterberg

June 15, 2018 — 7:06 PM
I reviewed both posts and realized that your $180M figure was published in October 2014 and should not have confused that with the original AUM that existed when the firm launched in October 2013.
Harrison

Harrison

June 22, 2018 — 1:15 PM
What are your thoughts on airdrops? <a href="http://airdrop-review.com/what-is-a-airdrop/" rel="nofollow">http://airdrop-review.com/what-is-a-airdrop/</a>

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