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FUNDRAISING NEWS | November 07, 2024

Wedbush Securities Recruits B. Riley Advisor to Expand Houston Presence

Tags: Personnel, Financial Advisor Move

Los Angeles-based Wedbush Securities announced the appointment of  former B. Riley exec Lisa Marcelli as managing director for independent franchise Skyward Financial, expanding the firm’s presence in the Texas market.

Marcelli has 30 years of experience in investment management and most recently served as senior vice president at B. Riley Wealth Management. Prior to joining B. Riley, Marcelli also served as senior vice president at Wunderlich Securities and as financial advisor at Sanders Morris Harris.

Source: https://www.businesswire.com/news/home/20241107042280/en/

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