Callie Cox joins Plancorp as director of investment strategy

Callie Cox, who stepped down as chief market strategist at Ritholtz Wealth Management after about two years there, has joined Plancorp Wealth Management as director of investment strategy, WealthManagement.com reported Nov. 2.

Cox will work alongside Chief Investment Officer Peter Lazaroff on investment strategy, portfolio direction and strategic priorities. She will also create market research and investment insights and join investment committee discussions, the firm said. Plancorp is a St. Louis-based fee-only wealth management firm with $10.5 billion in assets under management.

Plancorp's advisors will have a named strategist writing the market research and sitting in the investment committee discussions that shape client portfolios. Lazaroff, in a statement, said Cox 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."

Ritholtz's most recent Form ADV, filed Aug. 10, lists $9.4 billion in regulatory assets, 83 employees and 13,828 accounts. Cox joined the firm in 2024 and launched "OptimistiCallie," a weekly newsletter publicly available through The Compound, Ritholtz's programs and podcasts.

In an August newsletter she announced she was leaving Ritholtz, describing a difficult pregnancy, the birth of twins this year and postpartum depression. She wrote that she no longer wanted to be "the talking head" and wanted to deepen what she called the bridge between market analysis and money management. "I was drawn to Plancorp because of the firm's thoughtful approach to investing and its commitment to helping people make sense of complex financial decisions," Cox said in a statement.

Before Ritholtz, Cox was an investment analyst at eToro and held research roles at Ally, LPL Financial and First Citizens Bank. She began her career as a reporter at Bloomberg covering U.S. stock and options markets.