Private Wealth Group
The Private Wealth Group is composed of a select group of B. Riley Wealth's leading financial advisors. Collectively, they possess decades of experience and specialized skills as evidenced by designations including Chartered Financial Analyst®, Certified Financial PlannerTM, Certified Plan Fiduciary Advisor®, Certified Retirement Plan SpecialistSSM, Retirement Income Certified Professional®, Accredited Asset Management SpecialistSM, and Accredited Investment Fiduciary®.
These advisors can help you navigate the most complex financial issues by leveraging the expansive capabilities and expertise of the B. Riley platform. They deliver sophisticated financial solutions finely tuned to the particular needs of high-net worth individuals, multi-generational families, business owners, corporate executives, family offices, trusts, and retirement plan sponsors.
Click the tiles below to learn about their individual credentials and areas of focus.
Albert Alexander
Director, Settlement Solutions
James Baroutas C(k)P®
Managing Director, Investments
W. Jason Beard
Senior Vice President, Investments
Tyler Berry, IV, AIF®, CTFA
Managing Director, Investments
Robert Cellucci, CFP®
Senior Vice President, Investments
Steven Crouch, AAMS®
Senior Vice President, Investments
Jason Fair, CFP®
Senior Vice President, Investments
Walker Hays, CRPS®, CPFA®
Managing Director, Investments
Mark Kaskey
Senior Vice President, Investments | Assistant Branch Manager
Amy Koch, CRPS®, CPFA®
Vice President, Investments
Mike McCall, RICP®
Managing Director, Investments
Martin W. Padilla
Managing Director, Investments
Rachel Peña
Vice President, Investments
Alan Richmond
Senior Vice President, Investments
Alex Snyder, CRPS®
Financial Advisor
Timothy White
Managing Director, Investments | Branch Manager
Richard A. Wright, CFA®
Managing Director, Investments | Senior Portfolio Manager