rachel pena

Rachel Peña 

Vice President, Investments


  • Financial planning, insurance planning and model analysis
  • Portfolio trading and process control
  • Lending and liquidity solutions
  • Fluent in Spanish


  • B. Riley Wealth Management, since 2015
  • 22 years in industry


  • Texas A&M University


Rachel Peña has over two decades of financial industry experience. A Houston native, Rachel was raised on the ideal of helping others and striving for excellence - two characteristics which make her well-suited to her career in wealth management. With exacting attention to detail, Rachel adds expertise in technical aspects of our business, including lending, investment planning, insurance and transitioning/organizing complicated financial situations for clients. The Berry Peña Wealth Management team advises high-net-worth individuals, multi-generational families and the next generation of wealth accumulators on investments, protection and transfer of wealth, with a particular focus on integrated planning between all aspects of the clients professional network.

B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive consultative financial planning services and solutions spanning securities brokerage, investment management, variable insurance products, and tax planning and preparation services. B. Riley Wealth's experienced representatives leverage the diverse resources and expertise offered by other B. Riley companies to meet their clients' unique financial needs.