Robert T. Mortimer, Jr., CFP®
Branch Manager
Senior Vice President
Direct: 312.368.0414
rmortimer@brileywealth.com
Chicago, IL
200 West Madison Street
Suite 2950
Chicago IL 60606
Professional Profile
Bob Mortimer offers comprehensive asset management and financial planning to high net worth investors. For most clients, he recommends a conservative long-term approach emphasizing prudent risk management through diversification among several asset classes. As a Certified Financial Planner™, he considers all relevant aspects of the planning process including Retirement, Education and Estate Planning as appropriate.

Bob joined B. Riley Wealth Management in 2010 and in 2018 was named branch manager of the firm's offices in Chicago, St. Charles, Palatine and Dubuque. Prior to joining B. Riley Wealth Management, he was branch manager of the UBS Financial office in Hinsdale, Illinois. He has 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. Bob holds a BA from Dartmouth College and earned a Master of Management degree from the Kellogg Graduate School of Management at Northwestern University in 1980. He and his wife are long-time residents of suburban Chicago where they are active in community affairs. Bob currently serves on the board of the Hinsdale Central High School Foundation, providing funding for teacher grants and other programs promoting excellence in the local high school.

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