About Robert Mortimer, CFP®
Senior Vice President, Investments
Bob Mortimer offers comprehensive asset management and financial planning to high net worth investors. For most clients, he recommends a conservative long-term approach emphasizing prudent risk management through diversification among several asset classes. As a CERTIFIED FINANCIAL PLANNER™, he delivers comprehensive, fully customizable financial solutions by leveraging the capital markets services, sophisticated investment banking resources, award-winning proprietary equity research, and unique proprietary offerings available through our affiliates.
Bob joined B. Riley Wealth Management in 2010 and has more than 35 years of financial industry experience. He holds a BA from Dartmouth College and a Master of Management from Kellogg Graduate School of Management, Northwestern University. Bob and his wife are long-time residents of suburban Chicago where they are active in community affairs.
Contact Bob today to learn more about the services available at B. Riley Wealth Management.