Experienced investment strategist joins firm to help shape portfolio direction and expand market insights
Plancorp Wealth Management, a fee-only fiduciary wealth management firm, today announced that Callie Cox has joined the firm as Director of Investment Strategy, strengthening its investment leadership and expanding the firm’s ability to translate complex market and portfolio insights into clear, actionable guidance for advisors, clients and broader audiences.
In her new role, Cox will work closely with Chief Investment Officer Peter Lazaroff to help shape Plancorp’s investment strategy, portfolio direction, and strategic priorities. She will play a leading role in synthesizing market research and investment insights, contributing to investment committee discussions and translating the firm’s investment philosophy and portfolio positioning for advisors and clients.
“Callie brings a rare combination of investment expertise and the ability to make complex ideas relevant and accessible outside the bubble of financial services,” said Chris Kerckhoff, CEO of Plancorp. “We’ve long believed that strong investment thinking is most valuable when it can be communicated clearly and meaningfully. As the wealth management industry continues to evolve, that combination matters more than ever. Adding Callie strengthens our investment capabilities while giving Plancorp another credible voice in the broader conversation about markets, investing and the decisions that matter to investors.”
Cox joins Plancorp from Ritholtz Wealth Management, where she served as Chief Market Strategist. Her career also includes investment and market strategy roles at eToro, Ally and LPL Financial, as well as earlier experience covering the economy and markets at Bloomberg. She has built a reputation for helping investors understand markets by turning complex economic and investment topics into approachable, practical insights.
“Callie brings a perspective and skill set that complements the strengths we already have on our investment team,” said Peter Lazaroff, Chief Investment Officer at Plancorp. “She 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. I’m excited to have her as a partner as we continue to evolve our investment platform, sharpen how we communicate our thinking and help our advisors navigate increasingly complex conversations with clients.”
Cox is also the creator of OptimistiCallie, where she writes about markets, the economy and investing with an emphasis on making Wall Street insights more accessible to everyday investors.
“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. “Plancorp has a strong investment philosophy, an incredibly thoughtful team and a culture that values both rigor and clear communication. I’m excited to work alongside Peter and the broader team to help shape investment strategy, support advisors and clients and bring Plancorp’s perspective to a wider audience.”
About Plancorp Wealth Management
Plancorp is a fee-only fiduciary wealth management firm founded in 1983 and headquartered in St. Louis, Missouri. Serving clients in 44 states, Plancorp provides comprehensive financial planning and investment management to individuals, families, business owners, and institutions. With approximately $10.5 billion in assets under management (as of September 30, 2026) Plancorp is committed to helping clients navigate their financial lives with clarity and confidence. Plancorp has been recognized by industry publications among leading RIA firms in the U.S. For more information, visit plancorp.com, follow us on LinkedIn and subscribe to our YouTube channel.