Host
August 04, 2026
Host
Managing Partner, Founder & CIO of The Witter Family Office
Host Todd S. Rich and Sherry Pryor Witter, Managing Partner, Co-founder, and CIO of the Witter Family Office explore the evolution of a single-family office built on discipline and agility. A Juilliard-trained pianist by age seven and a Wall Street intern by fourteen, Sherry shares her journey from starting her first hedge fund at 22 to co-founding the Witter Family Office in 2011 with her husband Michael, youngest grandson of Wall Street legend Dean Witter. She shares how a philosophy of service shapes every decision she makes, from portfolio construction to parenting, and why she believes each generation must make its own money.
They discuss:
→Sherry’s declaration to be of service, and how it shapes her approach to investing, philanthropy, and parenting
→Why single-family offices can remain nimble and agile
→How the Witter family’s military heritage and philanthropic legacy inform investment and giving decisions
→The “micro urgent, macro patient” mindset that now guides her decisions
Todd S. Rich: https://www.linkedin.com/in/todd-s-rich-6a091333/
Sherry Pryor Witter: https://www.linkedin.com/in/sherrypwitter/
The Witter Family Office: https://www.witter.nyc/old-home
Declaration Partners: https://www.declarationpartners.com
Meditations by Marcus Aurelius: https://a.co/d/03u3E9xF
The Daily Stoic by Ryan Holiday & Stephen Hanselman: https://a.co/d/0dfRC4K2
Topics:
(00:00:00) – Intro
(00:01:45) – Sherry’s Declaration
(00:02:36) – Daughter of a soldier
(00:06:03) – Learning discipline
(00:08:31) – Early start on Wall Street
(00:12:26) – Becoming a trader not a banker
(00:15:08) – Style drift and swinging for home runs
(00:16:15) – Starting a hedge fund at 22
(00:18:33) – The Dean Witter legacy
(00:22:49) – Gen one mindset
(00:27:32) – Crypto and AI
(00:34:40) – Why single-family office
(00:40:16) – Family office structure and governance
(00:44:50) – Philanthropy and giving back
(00:47:10) – Partnership with purpose
(00:50:35) – Health struggles and gratitude
(00:54:57) – Closing questions
Jimmy Weil shares why he continues to build and invest in companies, how he evaluates entrepreneurs today, and why relationships, humor, and resilience have shaped every chapter of his life.
Ray discusses building a lasting real estate career grounded in gratitude, and why staying engaged and purposeful matters at every stage of life.
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