You're signed outSign in or to get full access.
Michael Connelly
Vice President - Investments at B. Riley Wealth Advisors, Inc.
About
Michael Connelly is Vice President - Investments at B. Riley Wealth Management in Bryn Mawr, PA, where he brings over 40 years of experience in wealth management and financial services. In his current role, he provides tailored investment advice and comprehensive financial planning for individual and institutional clients, focusing on long-term relationship building and personalized guidance.
Throughout his career, Mr. Connelly has held senior positions at prominent firms including Raymond James & Associates and RBC Wealth Management before joining B. Riley in 2019. His expertise covers a broad range of asset classes, with a focus on portfolio management, retirement planning, and wealth preservation strategies for high-net-worth clients and families.
Mr. Connelly holds a Bachelor of Arts in Economics from LaSalle University. Recognized for his client-centric approach and deep industry knowledge, he has contributed significantly to the growth and expansion of advisory services in the Mid-Atlantic region during his tenure at B. Riley and previous institutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Vice President - Investments | May 2019 to Present | — |
| Raymond James and Associates | Vice President-Investments | Apr 2012 to May 2019 | — |
| RBC Wealth Management | Vice President, Investments | Mar 2009 to Apr 2012 | — |
| Ferris, Baker, Watts, LLC | Vice President, Investments | Aug 2006 to Mar 2009 | — |
| Janney Montgomery Scott LLC | Vice President, Investments | Sep 1994 to Aug 2006 | — |
| A.G. Edwards & Sons, Inc. | Vice President, Investments | Jul 1982 to Sep 1994 | — |
Education
LaSalle University
Bachelor of Arts (BA), Economics
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 |
