Wealth Management
A BEST-IN-CLASS FINANCIAL SOLUTIONS PLATFORM
B. Riley Wealth offers a world-class wealth management and financial planning platform designed to provide clients with a full suite of services including brokerage, investment management, insurance and tax preparation services.
EXPERTISE, EXPERIENCE AND RESOURCES TO HELP YOU GROW, PROTECT AND ENJOY YOUR WEALTH
Our
financial professionals share consultative investment advice and financial expertise with
clients to develop comprehensive wealth plans specifically suited to clients'
financial goals. Our financial professionals also have access to extensive capital market
products and services, including award-winning equity research through B. Riley
Securities.
From
individuals and families to businesses and non-profit organizations, B. Riley
Wealth financial professionals have the expertise, experience and resources to help
a broad range of clients achieve their financial goals.
Our 3-step approach to wealth management:
- We get to know you and your goals, expectations and
complete financial picture.
- We leverage our deep resources and in-house experts to
create a customized financial strategy.
- We monitor your progress and recommend adjustments when needed to keep you on track.
Wealth Management Capabilities
Financial Professional Opportunities
Financial Professionals looking for a new partner are encouraged to click here to learn more about what B. Riley Wealth has to offer.
Not a Financial Professional, but interested in a career with B. Riley? We are always looking for highly motivated, analytical self-starters with proficiency in the financial services industry to join our team of professionals. If you're interested in the opportunity to grow and contribute valuable ideas that help us better serve our clients, we encourage you to click here to explore our open positions.
Executive Leadership
Chuck Hastings
Chairman, B. Riley Wealth
Michael Mullen
Chief Executive Officer, B. Riley Wealth
Philip Zanone
Chief Operating Officer, B. Riley Wealth
Mary Swain
Chief Financial Officer, B. Riley Wealth
Thomas Kowalczyk
EVP, Head of Investment Solutions
Marcus Arneaud
Chief Compliance Officer & Managing Director, B. Riley Wealth
Dan Ortega
Chief Supervisory Officer, B. Riley Wealth