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
Financial Advisor

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

Kimberly Figenbaum, CFP®, CRPC®
Senior Vice President, Investments
Financial Advisor

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