B. Riley Wealth Management Adds Gregory J. Troccoli to Support Business Development and Growth in New York
Los Angeles – December 5, 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 Gregory J. Troccoli has joined the firm as a Senior Vice President based in New York. Troccoli will report to Craig Pirtle and assist in leading the firm’s business development and recruiting efforts in New York.
“We are pleased to welcome Greg to B. Riley as we work to expand our presence in the greater New York region,” said Philip Zanone, Chief Executive Officer, B. Riley Wealth Management. “We believe our diverse suite of investment solutions and capabilities provides advisors with an attractive platform to grow their businesses while focusing on delivering exceptional service to their clients.”
With over 160 advisors across 13 states, B. Riley Wealth Management serves approximately 34,000 accounts and manages over $10 billion in client assets. In his new role, Troccoli will be responsible for growing the firm’s presence and talent base in the greater New York region through the addition of established financial advisors.
“Greg brings an enormous amount of experience in financial services and a deep industry network to B. Riley. His extensive background in this ever-changing industry, coupled with his ability to relate to financial advisors, make him the ideal person to help us grow our business throughout the New York area,” said Craig Pirtle, Managing Director, B. Riley Wealth Management.
Prior to joining B. Riley, Troccoli was Head of Business Development for Dynamic Beta investments (DBi) and has served in various senior-level positions throughout his career, including with Deutsche Bank, Bear Stearns Asset Management and Prudential Securities. As Chief Technical Analyst at Prudential, Troccoli authored widely distributed market research and served as a regular contributor on CNBC’s Fast Money and Closing Bell programs. He earned a B.A. in Economics from Saint Michael’s College, Vermont.
For more information, visit www.brileywealth.com.
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