Sean Russo

Sean Russo is a Research Associate at Ritholtz Wealth Management in New York, NY, where he is responsible for data research, portfolio construction, and portfolio management strategy. He plays a key role in supporting client-facing advisors by transforming complex market insights into clear educational materials and visual presentations, directly enhancing client onboarding and proposal processes. Russo's expertise encompasses portfolio analysis and allocation, particularly leveraging technology to streamline workflows and improve decision-making for clients with diverse portfolios, including multi-asset strategies and legacy holdings.

Prior to joining Ritholtz Wealth Management in 2022, Russo served as an Investment Banking Analyst at InterOcean Advisors LLC, where he gained experience in financial analysis and deal structuring for corporate transactions. He also contributed as a Pancratz Career Development Mentor at the University of North Dakota, supporting student development and career preparedness between 2021 and 2023. Throughout his career, Russo has demonstrated strengths in business development and investment research within both advisory and investment banking settings.

Sean holds an Executive MBA and a degree in Investments and Securities from the University of North Dakota. His focus spans portfolio strategy, financial education, and the integration of financial technology in advisory workflows. Russo is recognized for advancing the firm’s research capabilities and developing actionable insights for sectors such as equities, fixed income, and diversified asset allocations.