In this episode of the series we explore some of the hottest topics in wealth management today with Craig Pirtle, Managing Director of B.Riley Wealth Management & Chuck Hasting, President of B.Riley Wealth Management.

Craig and Chuck share their unique perspective and experiences on:

Coronavirus Update:

How has COVID-19 changed businesses?

How should you plan and handle situations like COVID-19?

What steps can you take TODAY to prepare and help your clients & employees.

COVID-19 worries & concerns.

Pandemic planning: 

How should you adapt on the go and respond to a crisis like COVID-19

How has technology shaped the way we view remote work & what does the future look like?

How is Zoom changing the way we interact with clients and colleagues? 

Innovations in the business 

What is B.Riley doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

 

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CHUCK HASTINGS BIO

Chuck Hastings currently serves as President at B. Riley Wealth Management. Mr. Hastings joined B. Riley Financial in 2013 as a portfolio manager and became Director of Strategic Initiatives at B. Riley Wealth Management in 2018.

Prior to joining B. Riley, Mr. Hastings served as Portfolio Manager at Tri Cap LLC and was Head Trader at GPS Partners, a Los Angeles-based hedge fund, where he managed all aspects of trading and process including price & liquidity discovery and trade execution from 2005-2009. While at GPS Partners, Mr. Hastings was instrumental in growing the Fund with the founding partners from a small start-up to one of the largest funds on the West Coast. Earlier in his career, Mr. Hastings served as a convertible bond trader at Morgan Stanley in New York.

Mr. Hastings holds a B.A. in political science from Princeton University, where he was also captain of the Varsity Football team.

 

CRAIG PIRTLE BIO

Craig Pirtle is a 25-year industry veteran who currently serves as Managing Director of B. Riley Wealth Management.

Prior to assuming his current role, Mr. Pirtle was the Founder and President of Nearside Asset Management, where he provided strategic consulting and business development services to top asset managers and financial firms from 2010-2018. Earlier in his career, Mr. Pirtle was part of Morgan Stanley’s wealth management group and served as First Vice President at Wells Fargo. He also served as President of Orbitex Financial Services from 1998-2003.

Mr. Pirtle is a veteran of the U.S. Army where he served active duty in the 2nd Infantry Division. Since 2004, Mr. Pirtle has served on the Board of Directors as a founding member of Wounded Warriors Family Support, which builds national programs to assist the needs of combat-wounded veterans and their families. Mr. Pirtle studied political science and international relations at both the University of Southern Maine and Kingston University-London.