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Matthew Reynolds

Matthew Reynolds

Independent Portfolio Manager for Business Owners at B. Riley Wealth Advisors, Inc.

Madison, CT , United States

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

OrganizationRoleDate RangeDetails
National Securities CorporationIndependent Portfolio Manager for Business OwnersJan 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 GroupStockbrokerOct 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 GrocersBuyer- GM and Health and Beauty- A and P ChainJan 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

Understanding Market Movements and Direction
Creativity
Team Leadership
Teamwork
Marketing Research
Outdoor Advertising
Persistence
Leadership
Equities
Fixed Income
Management
Understanding Market
Emerging Trends
Fundamental Analysis
Technical Analysis
Account Management
Sales
Long Term Relationship Building
Trend Analysis
Portfolio Management
Investments
Finance
Financial Services
Ethical Decision Making
Macroeconomics
High Net Worth Individuals
New Product Release
Customer Service
Financial Analysis
Private Equity
Intercollegiate Athletics
Financial Markets
Economic Research
Speculation
Microeconomics

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
Eric Mendelsohn
Eric Mendelsohn
Senior Vice President, InvestmentsFort Lauderdale, FL , 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
Showing 1-10 of 29 team members

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