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Robert Bookbinder
Sr. Vice President and Investments at B. Riley Wealth Advisors, Inc.
About
Robert Jay Bookbinder is Senior Vice President and Investments at B. Riley Wealth Management, based in New York, NY. In this capacity, he advises high-net-worth individuals and institutional clients on comprehensive investment strategies, portfolio construction, and asset allocation. His responsibilities include providing tailored guidance across a variety of traditional and alternative investment vehicles.
With over two decades of experience, Bookbinder previously held senior roles at National Securities Corporation and vFinance, where he developed expertise in private wealth management and client-centric financial planning. He is recognized for his work in equities, fixed income, and structured products, as well as serving clients with interests spanning technology, healthcare, consumer, and industrial sectors.
Bookbinder holds a Bachelor of Science in Business Administration from the University of Rhode Island, grounding his advisory approach in a strong academic foundation. Throughout his career, he has been noted for his dedicated client service and commitment to prudent investment management principles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| B. Riley Wealth Management | Sr. Vice President and Investments | Dec 2012 to Present | — |
| National Securities Corporation | Senior Vice President and Investments | Dec 2012 to Present | Securities and Variable Insurance Products are offered through National Securities Corporation, member FINRA/SIPC. Fixed Insurance Products offered through National Insurance Corporation. |
| vFinance | Senior VP | Nov 2005 to Dec 2012 | — |
Education
University of Rhode Island
BS, Business Administration
1991 — 1996
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 | |
| Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States |