B. Riley Wealth Management adds Manna Wealth Management’s David Kassir to Independent Advisor Channel
LOS ANGELES, November 20, 2019 – B. Riley Wealth Management, a full-service private wealth and investment services firm and subsidiary of B. Riley Financial (NASDAQ: RILY) (“B. Riley”), today announced that David Kassir of Manna Wealth Management has joined the firm’s independent advisor channel.
“We are very pleased to welcome David and his clients to B. Riley,” said Philip Zanone, CEO of B. Riley Wealth Management. “As part of our independent advisor channel, David and his practice can benefit from the in-house support and broad resources offered by our diversified platform, including access to B. Riley’s industry-leading research and the comprehensive financial solutions we offer our clients.”
Kassir leads Manna Wealth Management which provides clients with comprehensive financial advice and portfolio management services. With over 23 years of experience in financial planning, Kassir works with both individuals and corporate retirement plans.
“As an independent practice, every decision we make is from the perspective of doing what is best for our clients,” said Kassir. “We believe B. Riley Wealth Management’s technology capabilities and expansive product and service offerings will allow us to serve our clients’ needs exceptionally well.”
Headquartered in Tysons, VA, Manna Wealth Management has since expanded to South Florida with the addition of its Miami office. B. Riley Wealth Management offers comprehensive financial solutions to its clients through its network of over 160 experienced financial advisors across 13 states. The firm manages more than $10 billion in client assets and serves approximately 34,000 client accounts.
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, non-profits, endowments and foundations, 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.
Jo Anne McCusker
B. Riley Financial