Plancorp hires Callie Cox as director of investment strategy

Plancorp Wealth Management named Callie Cox its new director of investment strategy on Nov. 2, adding a market strategist with experience at Ritholtz Wealth Management, eToro and Bloomberg. The move is meant to strengthen the St. Louis firm’s portfolio leadership and sharpen how it communicates market views to advisors and clients.

Why it matters: - Plancorp is adding a senior market voice as wealth managers face more complex portfolios and more client questions about markets. - The hire expands the firm’s ability to turn investment research into guidance that advisors and clients can use. - Plancorp also gains another public-facing strategist who can communicate the firm’s investment view beyond its internal team.

What happened: - Plancorp Wealth Management announced that Callie Cox has joined the firm as director of investment strategy. - The announcement was made Nov. 2, 2026, from St. Louis, Missouri. - Cox will work with Chief Investment Officer Peter Lazaroff on investment strategy, portfolio direction and strategic priorities. - Cox will contribute to investment committee discussions and help translate the firm’s philosophy and portfolio positioning for advisors and clients.

The details: - Cox joined Plancorp from Ritholtz Wealth Management, where she served as chief market strategist. - Her background includes investment and market strategy roles at eToro, Ally and LPL Financial. - Cox also covered the economy and markets at Bloomberg earlier in her career. - Plancorp CEO Chris Kerckhoff said Cox brings investment expertise and the ability to make complex ideas accessible outside financial services. - Kerckhoff said the hire strengthens Plancorp’s investment capabilities and adds a credible voice to broader market conversations. - Lazaroff said Cox complements the existing investment team and is strong at connecting research and strategy to advisor and client questions. - Cox is the creator of OptimistiCallie, where she writes about markets, the economy and investing for everyday investors.

Between the lines: - Plancorp is signaling that investment leadership now includes both portfolio work and public communication. - The firm appears to value strategists who can simplify market complexity without losing rigor. - Cox’s background suggests Plancorp wants deeper market commentary tied closely to advisor support and client education.

What's next: - Cox will help shape Plancorp’s investment platform and ongoing market commentary. - Plancorp expects her to support advisors as client conversations about markets get more complicated. - The firm will likely use Cox’s platform to broaden how it presents its investment perspective.

The bottom line: - Plancorp is betting that better investment strategy and clearer communication now go hand in hand.