You're signed outSign in or to get full access.
About
Michael Brcic is Vice President of Investments at B. Riley Wealth Management, based in Spring, TX, where he works closely with clients to manage a broad range of investment accounts, with particular expertise in syndicate and small-cap opportunities. He brings a client-focused approach to structuring portfolios and advising high-net-worth individuals and institutional investors on wealth management strategies tailored to dynamic market conditions.
With a distinguished career spanning over three decades, Michael previously served as Sr. Vice President - Investments at National Securities Corporation and as Director - Investments at Oppenheimer & Co. Inc. for more than 25 years. His deep sector exposure includes public and private equities, debt instruments, and a focus on small-cap and syndicated investment deals.
Michael holds a Bachelor of Commerce in Accounting and Business/Management from the University of Wollongong. Known for his strategic insights and analytical rigor, he is respected for helping clients capitalize on growth opportunities in emerging and niche asset classes while maintaining disciplined risk management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Vice President Investments | Jul 2022 to Present | — |
| National Securities Corporation | Sr. Vice President - Investments | Sep 2016 to Present | — |
| Oppenheimer & Co. Inc. | Director - Investments | Nov 1990 to Sep 2016 | — |
Education
University of Wollongong
Bachelor of Commerce (B.Com.), Accounting and Business/Management
1980 — 1984
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 |
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 |
