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Marc Deangelo
Vice President, Investments at B. Riley Wealth Advisors, Inc.
About
Marc DeAngelo serves as Vice President, Investments at B. Riley Wealth Management, where he is responsible for building and implementing comprehensive investment strategies tailored to his clients' unique needs. Located in Guilford, Connecticut, Marc works with individual and family clients, focusing on helping them navigate complex financial decisions throughout varying life events.
Marc specializes in multi-asset wealth management, offering expertise across equities, fixed income, and alternative investments with access to sophisticated financial planning resources and platforms. He leverages the Fidelity platform and B. Riley's expansive suite of solutions to address client goals, including retirement, estate planning, and tax-efficient investing.
Marc holds a Bachelor of Arts degree from Quinnipiac University, along with additional education from Iona University and Notre Dame High School in West Haven, CT. He has been with B. Riley Wealth Management since 2016, distinguishing himself through personalized client service and a hands-on approach to investment strategy design.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Vice President, Investments | Jun 2016 to Present | — |
Education
Quinnipiac University
Bachelor of Arts - BA, Mass Communication/Media Studies
2001 — 2003
Iona University
1999 — 2000
Notre Dame High School, West Haven, CT
High School Diploma
1994 — 1998
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 |
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 |
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| 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 |
