(LOS ANGELES / August 3, 2020)
B. Riley Wealth Management, Inc., a full service private wealth and investment services firm and subsidiary of B. Riley Financial, Inc. (NASDAQ:RILY) ("B. Riley"), today announced that James Swinney has joined the firm as a Senior Vice President and financial advisor. Swinney is located in the firm's Arlington, Virginia branch.
"We are honored that James selected B. Riley Wealth Management as the best place for his clients and his practice," said Philip Zanone, Chief Executive Officer, B. Riley Wealth Management. "The combination of top-notch wealth management services and extensive capital markets capabilities available through our B. Riley Financial affiliates is ideally suited for James' practice which focuses on advising founders and senior executives of public and private companies."
Swinney's family office-style wealth management practice caters to the specialized needs of corporate executives, affluent families, and partners of private equity/venture capital firms. His services include portfolio management, retirement planning strategies, alternative investments, restricted stock transactions and access to cash and liability management. In collaboration with other B. Riley business units, sophisticated investment banking solutions are offered for every stage of the business life cycle. Previously, Swinney was an advisor with Morgan Stanley. He holds a B.A. in Economics from the University of Maryland, College Park.
"I'm really excited to join a firm with such a broad and diverse financial services platform," said Swinney. "One of the biggest reasons I chose B. Riley Wealth Management over other firms is the accessibility of highly qualified, in-house experts across the firm. I know my clients will enjoy a higher level of personal attention here."
To learn about advisor opportunities across B. Riley Wealth Management's national footprint, contact Craig Pirtle, Managing Director, at firstname.lastname@example.org or 571-403-5610.
About B. Riley Wealth Management
B. Riley Wealth Management provides a full suite of investment management services and solutions to individuals and families, small and large businesses, and non-profits, including qualified retirement plans, trusts, foundations and endowments. Our experienced financial advisors leverage the diverse resources and expertise of our affiliated network of companies to help clients create a sound financial strategy. The firm is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ:RILY), a publicly traded, diversified financial services company. To learn more about our services and to get in touch with a financial advisor near you, visit www.brileywealth.com.