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Caroline Whittaker Campanella

Ritholtz Wealth Management

Charlotte, NC

CRD 7139417

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Employer firm

Ritholtz Wealth Management CRD 168652

$9.42B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-07
  • NC RA
    APPROVED
    Since 2026-07-07

Branch Locations

1900 South Boulevard Suite 110, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Novare Capital Management, Llc Charlotte NC 09/2024 07/2026
Corient Charlotte NC 07/2023 08/2024
University Of Georgia Athens GA 08/2015 05/2020
Corient Charlotte NC 07/2020 07/2023
Ritholtz Wealth Management New York NY 07/2026 Present
  • 09/2024 → 07/2026
    Novare Capital Management, Llc
    Charlotte, NC
  • 07/2023 → 08/2024
    Corient
    Charlotte, NC
  • 08/2015 → 05/2020
    University Of Georgia
    Athens, GA
  • 07/2020 → 07/2023
    Corient
    Charlotte, NC
  • 07/2026 → Present
    Ritholtz Wealth Management
    New York, NY
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Caroline Huggins
  • Caroline Whittaker Huggins

View on SEC IAPD

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