Robert Mortimer

Robert Mortimer is Senior Vice President Investments at B. Riley Wealth Management, where he leverages decades of experience advising clients on portfolio construction, investment strategy, and long-term financial planning. In his role, he provides tailored investment solutions and oversees client relationships, focusing on disciplined asset allocation and risk management.

Throughout his career, Mortimer has held senior leadership positions, including Senior Vice President at Wunderlich Securities and Vice President and Branch Manager at UBS Financial. His expertise spans a range of asset classes including equities, fixed income, and alternative investments, serving both individual and institutional clients in the U.S. market.

Mortimer holds a Master’s in Finance from Northwestern University's Kellogg School of Management and a degree from Dartmouth College, underscoring his strong analytical foundation and commitment to professional excellence. He is recognized for his long-standing contributions to the investment advisory sector and his deep knowledge of capital markets, portfolio management, and wealth preservation strategies.