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Matthew Reynolds
Independent Portfolio Manager for Business Owners at B. Riley Wealth Advisors, Inc.
About
Matthew Reynolds serves as an Independent Portfolio Manager for Business Owners at B. Riley Wealth Advisors, Inc., based in Madison, CT. In this capacity, he focuses on providing tailored investment and portfolio management solutions to business owners, leveraging his significant experience in equity markets and wealth management. His core responsibilities include designing diversified portfolios, optimizing asset allocation, and advising clients on financial strategies aligned with their unique business and personal goals.
Matthew specializes in serving business owners, with an emphasis on equity securities, fixed income investments, and comprehensive asset management strategies. His background combines extensive experience as a stockbroker and portfolio manager, which informs his holistic approach to managing both liquid and illiquid investments for entrepreneurs and closely held business clients.
Before joining B. Riley Wealth Advisors, Inc., Matthew worked as an Independent Portfolio Manager for Business Owners at National Securities Corporation and was a stockbroker at Olympia Capital Markets Group. Earlier in his career, he served as Buyer–GM and Health and Beauty–A and P Chain at C&S Wholesale Grocers. He holds a bachelor’s degree in Food Marketing, Business, and Spanish from Saint Joseph's University, equipping him with analytical and industry insights that enhance his portfolio management expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| National Securities Corporation | Independent Portfolio Manager for Business Owners | Jan 2010 to Present | Independent management of retail and institutional accounts. Private placements Fixed Income Initial Public Offerings Equities Municipal/Corporate Bonds ETF's |
| Olympia Capital Markets Group | Stockbroker | Oct 2008 to Feb 2011 | Olympia Asset Management gave me the necessary tools to learn how to manage high net worth portfolio's. Olympia instilled in me risk management when dealing with short term high risk situations. |
| C&S Wholesale Grocers | Buyer- GM and Health and Beauty- A and P Chain | Jan 2007 to Feb 2009 | Managed, and manipulated inventory levels to meet store chain demands. New product implementation, reducing dead inventory, maintaining high service levels to clients while maintaining low inventory l... |
Education
Saint Joseph's University
Bachelors, Food Marketing/ Business/ Spanish
2003 — 2007
Saint Joseph's University
Food Marketing- Bachelors, food industry
2002 — 2007
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 |
| 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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| Partner | Green Square Capital Advisors LLC | Memphis, TN , United States | |
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