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Eric Mendelsohn

Eric Mendelsohn

Senior Vice President, Investments at B. Riley Wealth Advisors, Inc.

Fort Lauderdale, FL , United States

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

OrganizationRoleDate RangeDetails
B. Riley Wealth ManagementSenior Vice President, InvestmentsAug 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 CorporationInvestment SpecialistAug 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 ManagementFinancial ConsultantAug 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 LynchFinancial AdvisorJan 2004 to Jan 2007
UBS Wealth ManagementFinancial AdvisorJan 2002 to Jan 2004
Fusion Management ConsultingFounder and CEOJan 1995 to Jan 2002
A.T. KearneyManagerJan 1993 to Jan 1995
Deloitte ConsultingManagerJan 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

Mutual Funds
Investment Strategies
Finance
Retirement Planning
Business Strategy
Asset Allocation
Investment Management
Wealth Management
Financial Services
Training

Others at B. Riley Wealth Advisors, Inc. (29)

NameRoleLocation
Adam Stoeppler
Adam Stoeppler
Vice President, InvestmentsChicago, IL , United States
C
Chad Veitch
Head Equity TraderBoca Raton, FL , United States
Darline Burczak
Darline Burczak
Senior Vice President, InvestmentsChicago, IL , United States
D
Demy Jacob
Trading AssociateEdison, NJ , United States
E
Eve Glatt
Senior Portfolio ManagerNew York, NY , United States
George Fiederlein
George Fiederlein
Vice President, Investments CFP®Merrick, NY , United States
Jeff Bolling
Jeff Bolling
Senior Vice President - InvestmentsUnited States
Jeffrey Carter
Jeffrey Carter
Vice President, InvestmentsWestlake Village, CA , United States
J
Jesse Kohen
AssociateNew York, NY , United States
Kelly Graham
Kelly Graham
Senior Vice President - InvestmentsNashville, TN , United States
Showing 1-10 of 29 team members

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