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EG
About
Eve Glatt is a Senior Portfolio Manager at B. Riley Wealth Management, where she oversees the management of US, global, and international equity portfolios. Her expertise spans all market caps and geographies, with a particular focus on US equities and impact investing. In her role, she is responsible for developing and executing investment strategies, conducting in-depth research, and ensuring portfolio alignment with client objectives and risk parameters.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Senior Portfolio Manager | Jan 2021 to Present | — |
| Ubp - Union Bancaire Privée | Senior Portfolio Manager, Co-Head of US Equities | Jan 2017 to Jan 2021 | — |
| Ucla Alumni Association | Board Member | Jul 2015 to Jan 2019 | — |
| Cornerstone Capital | Portfolio Manager and Senior Analyst, International and Global Equities | Jan 2011 to Jan 2017 | — |
| Morgan Stanley | Portfolio Manager and Research Analyst, Global and International Growth Team | Jan 2006 to Jan 2010 | — |
| Ge | Research Analyst and Assistant Portfolio Manager, US Mid-Cap Group | Nov 2002 to Oct 2006 | — |
| Merrill Lynch | Equity Research Analyst | Jan 1998 to Jan 2002 | — |
| Goldman Sachs | Summer Associate, Equity Research | Jan 1997 to Jan 1997 | — |
| Ey | Senior Accountant | Jan 1992 to Jan 1996 | — |
Education
The University of Chicago Booth School Of Business
Master of Business Administration, Finance
1996 — 1998
University of California, Los Angeles
Bachelor of Arts, History
1987 — 1992
Mills High School
Skills & Expertise
Equities
Equity Research
Valuation
Emerging Markets
Mergers & Acquisitions
Investments
Trading
Bloomberg
Portfolio Management
Derivatives
Investment Management
Hedge Funds
Equity Valuation
Financial Analysis
Financial Modeling
Fixed Income
Asset Management
Alternative Investments
Capital Markets
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 |
 | Senior Vice President, Investments | Fort Lauderdale, FL , 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 |
Showing 1-10 of 29 team members
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Green Square Capital Advisors LLC | Memphis, TN , United States |
 | Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States |
