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Robert Bookbinder

Robert Bookbinder

Sr. Vice President and Investments at B. Riley Wealth Advisors, Inc.

New York, NY , United States

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

OrganizationRoleDate RangeDetails
B. Riley Wealth ManagementSr. Vice President and InvestmentsDec 2012 to Present
National Securities CorporationSenior Vice President and InvestmentsDec 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.
vFinanceSenior VPNov 2005 to Dec 2012

Education

University of Rhode Island

BS, Business Administration

1991 1996

Skills & Expertise

Investments
Equities
Series 7
Asset Management
Securities
Wealth Management
Strategy
Due Diligence
Private Equity
Mergers & Acquisitions
Start-ups
Strategic Financial Planning
Business Development
Strategic Partnerships
Financial Modeling
Executive Management
Banking
Alternative Investments
Strategic Planning
Asset Allocation
Financial Services
Finance
Venture Capital
Portfolio Management
Financial Planning
Team Building
Start Ups
Marketing
Microsoft Excel
Customer Service
Financial Analysis
Strategic Financial
Mergers and Acquisitions

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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