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Adam Stoeppler
Vice President, Investments at B. Riley Wealth Advisors, Inc.
About
Adam Stoeppler serves as Vice President, Investments at B. Riley Wealth Management in Chicago, Illinois, where he provides investment advisory services and develops customized wealth management strategies for clients. He is responsible for portfolio management and financial planning, focusing on helping individuals and institutions achieve their financial objectives through tailored investment solutions.
Adam specializes in multi-asset portfolio construction, including equities, fixed income, and alternative investments, with particular expertise serving high-net-worth individuals and families, business owners, and institutional clients. His approach integrates broad sector coverage, with emphasis on diversified strategies across domestic and international markets.
Adam's career began with internships at Morgan Stanley’s The Gannon Group and customer service experience at Enterprise Rent-A-Car before joining B. Riley and JBT Wealth Management. He holds a Bachelor of Business Administration in Finance from Loyola University Chicago, enhancing his credentials with a minor in International Business.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Vice President, Investments | Aug 2015 to Present | Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neit... |
| Morgan Stanley | Intern at The Gannon Group | Jun 2014 to Aug 2014 | Redesigned Mr. Gannons’s personal website. Completed research for a new feature piece in the St. Louis Business Journal. Completed a digital archive of the portfolio management research reports for t... |
| Enterprise Rent-A-Car | Customer Service Representative | May 2012 to Aug 2012 | Answered phone calls related to Customer Service issues, such as filing complaints, helping with billing information, and canceling and modifying reservations. |
Education
Loyola University of Chicago
Bachelor of Business Administration (BBA), Finance, General
Skills & Expertise
Others at B. Riley Wealth Advisors, Inc. (29)
| Name | Role | Location |
|---|---|---|
C Chad Veitch | Head Equity Trader | Boca Raton, FL , United States |
 | Senior Vice President, Investments | Chicago, IL , United States |
D Demy Jacob | Trading Associate | Edison, NJ , United States |
 | Senior Vice President, Investments | Fort Lauderdale, FL , United States |
E Eve Glatt | Senior Portfolio Manager | New York, NY , United States |
 | Vice President, Investments CFP® | Merrick, NY , United States |
 | Senior Vice President - Investments | United States |
 | Vice President, Investments | Westlake Village, CA , United States |
J Jesse Kohen | Associate | New York, NY , United States |
 | Senior Vice President - Investments | Nashville, TN , United States |
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 | Partner | Green Square Capital Advisors LLC | Memphis, TN , United States |
 | Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States |
