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Eric Mendelsohn
Senior Vice President, Investments at B. Riley Wealth Advisors, Inc.
About
Eric Mendelsohn is Senior Vice President, Investments at B. Riley Wealth Management, based in Fort Lauderdale, FL. In this capacity, he leads investment advisory services for high-net-worth individuals and institutional clients, leveraging extensive experience from over fifteen years in the financial sector. His responsibilities include crafting tailored asset allocation strategies, portfolio management, and providing guidance on a broad range of traditional and alternative investment products.
Mendelsohn’s expertise encompasses equities, fixed income, and alternative investments, with a focus on diversified portfolios for long-term capital growth and wealth preservation. Prior to joining B. Riley in 2022, he served as Investment Specialist and Financial Consultant at National Securities Corporation and National Asset Management, building deep client relationships and a reputation for data-driven investment solutions.
He holds a Master of Science in Operations Research from The George Washington University and a Bachelor of Science in Mathematics (with concentrations in Operations Research and Statistics) from Carnegie Mellon University. This strong quantitative background underpins his analytical approach to investment management, risk assessment, and strategy development. Mendelsohn is recognized for his client-centric advisory style and commitment to delivering optimal outcomes in complex and evolving capital markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Senior Vice President, Investments | Aug 2022 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... |
| National Securities Corporation | Investment Specialist | Aug 2007 to Aug 2022 | Securities offered through National Securities Corporation. member FINRA/SIPC. Fixed Insurance Products offered through National Insurance Corporation . Founded in 1947, National Securities Corporatio... |
| National Asset Management | Financial Consultant | Aug 2007 to Aug 2022 | National Asset Management, Inc. (NAM) is a Registered Investment Advisor and an affiliate of National Securities Corporation (NSC), Member FINRA/SIPC. |
| Merrill Lynch | Financial Advisor | Jan 2004 to Jan 2007 | — |
| UBS Wealth Management | Financial Advisor | Jan 2002 to Jan 2004 | — |
| Fusion Management Consulting | Founder and CEO | Jan 1995 to Jan 2002 | — |
| A.T. Kearney | Manager | Jan 1993 to Jan 1995 | — |
| Deloitte Consulting | Manager | Jan 1988 to Jan 1993 | — |
Education
The George Washington University
M.S., Operations Research
1983 — 1986
Carnegie Mellon University
B.S., Mathematics (Operations Research and Statistics)
1979 — 1983
Skills & Expertise
Others at B. Riley Wealth Advisors, Inc. (29)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments | Chicago, IL , United States | |
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 |
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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