Blair duQuesnay, chief investment officer at the $152 million RIA ThirtyNorth Investments, has exited the firm and joined Ritholtz Wealth Management as an investment advisor and financial planner.
In addition to working directly with clients, duQuesnay will also join the Ritholtz Wealth Management investment committee and work alongside the firm’s chief investment officer Barry Ritholtz, director of research Michael Batnick, institutional asset management head Ben Carlson as well as corporate retirement plan head Dan McConlogue, according to a blog post by the firm’s chief executive Josh Brown.
duQuesnay told Citywire that when Brown posted in a blog about two months ago on how the firm has failed to have more women advisors in the firm, that was the tipping point for her to start a conversation moving over to Ritholtz.
She said the new role will enable her to interact with clients more, focus on financial planning and use the time freed up to provide blog content to clients of Ritholtz. She added that while she is still working out the concept of her blog, she would like to focus on 'women as advisors and clients.'
Prior to joining Ritholtz, she was a principal and the chief investment officer of majority-women owned RIA ThirtyNorth Investments for five years.
There, she was responsible for performing all research used to create and implement the firm's investment portfolios as well as overseeing the manager and ETF due diligence at the New Orleans-based firm.
Previously, she also founded Ignite Investments and Planning, an advisory firm focused on the financial planning and investment needs of Generation X and Y clients, according to her LinkedIn page.
‘Blair and I have been friends for years and I am so excited to be adding her expertise to our team,’ wrote Brown in the blog post. ‘The addition of Blair to this committee is going to bring a new perspective to what we’re doing and the team is thrilled to welcome her.’