After working for 12 years in two of the largest financial institutions in the world, I came to the conclusion that my clients would be better served at a more dynamic, smaller firm. I believe a smaller firm will allow me to more effectively meet the needs of successful business persons whose net worth is substantial, but not large enough to warrant interest from the biggest investment banks. And, as a former CEO and business Co-founder, I missed the entrepreneurial spirit, flexibility and high growth potential of a founder led company. My search for the ideal place brought me to B. Riley Wealth Management. The firm offers a wide range of sophisticated products and services, as well as acces