New Chicago Complex Manager Named
(MEMPHIS, TN / March 16, 2018) - Wunderlich, a leading full-service investment firm headquartered in Memphis, has named Robert T. Mortimer, Jr. as branch manager over the firm’s wealth management offices in Chicago, St. Charles and Palatine, Illinois, and Dubuque, Iowa. A 40-year veteran of the financial services industry, Mortimer has been a senior vice president and financial advisor with Wunderlich since 2010.
“We are extremely pleased to have Bob in this management role for our largest branch complex,” said Jim Parrish, president of Wunderlich’s Wealth Management division. “After spending several years focused on serving the needs of high net worth investors, Bob has a first-hand understanding of the challenges facing advisors today. I know he’ll do a fantastic job leading, supporting and growing his team of financial advisors.”
Prior to joining Wunderlich, Mortimer was branch manager of the UBS Financial office in Hinsdale, Illinois. He also served as Director of Branch Business Development for Piper Jaffray, as well as Managing Director and branch manager for RBC Dain Rauscher in Oak Brook, Illinois. He holds a BA from Dartmouth College and a Master of Management from Kellogg Graduate School of Management, Northwestern University. Active in community affairs, he serves on the board of the Hinsdale Central High School Foundation.
About Wunderlich Back to Media Center
Wunderlich provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. Established in 1996 and headquartered in Memphis, Tennessee, Wunderlich has 23 offices in 14 states and 400 associated professionals. Wunderlich is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ:RILY), a publicly traded, diversified financial services company.