Philip Zanone
Director/Miembro de la Junta en INSCORP, INC. .
Perfil
Mr. Philip Zanone is a Chief Operating Officer at B.
Riley Wealth Management, Inc. He is on the Board of Directors at InsBank, Inc. and InsCorp, Inc. (Tennessee).
Mr. Zanone joined B.
Riley Wealth’s predecessor firm in March 1997 and became President and head of the firm’s private client group in 1999.
He also served as Chief Executive Officer from November 2018 to August 2020.
Mr. Zanone began his financial services career in 1991 at Morgan Keegan as financial advisor and eventually rose to Vice President.
Mr. Zanone holds a Bachelor’s degree from Vanderbilt University
Cargos activos de Philip Zanone
| Empresas | Cargo | Inicio |
|---|---|---|
| INSCORP, INC. | Director/Miembro de la Junta | - |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Corporate Officer/Principal | 01/08/2020 |
InsBank, Inc.
 InsBank, Inc. Regional BanksFinance InsBank, Inc. operates as a state chartered commercial bank. It offers commercial lending, treasury management, and private client group services. The company was founded in 2000 is headquartered in Nashville, TN. | Director/Miembro de la Junta | - |
B. Riley Wealth Management, Inc. (Investment Management)
 B. Riley Wealth Management, Inc. (Investment Management) Investment ManagersFinance B. Riley Wealth Management, Inc. (Investment Management) (BRWM-IM) is the asset management division of B. Riley Wealth Management, Inc., a brokerage firm headquartered in Memphis, Tennessee. The firm was founded in 1996 as Wunderlich Securities, Inc. They are ultimately held by B. Riley Financial, Inc. (NASDAQ: RILY). BRWM-IM provides investment advisory services to individuals, high net worth individuals, pension plans, profit-sharing plans, 401(k) plans, wrap programs, trusts, estates, charitable organizations, corporations, and other business entities. | Director de Operaciones | 01/08/2020 |
Antiguos cargos conocidos de Philip Zanone.
| Empresas | Cargo | Fin |
|---|---|---|
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Corporate Officer/Principal | 30/12/1996 |
Formación de Philip Zanone.
| Vanderbilt University | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| INSCORP, INC. | Finance |
| Empresas privadas | 4 |
|---|---|
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Finance |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
InsBank, Inc.
InsBank, Inc. Regional BanksFinance InsBank, Inc. operates as a state chartered commercial bank. It offers commercial lending, treasury management, and private client group services. The company was founded in 2000 is headquartered in Nashville, TN. | Finance |
B. Riley Wealth Management, Inc. (Investment Management)
B. Riley Wealth Management, Inc. (Investment Management) Investment ManagersFinance B. Riley Wealth Management, Inc. (Investment Management) (BRWM-IM) is the asset management division of B. Riley Wealth Management, Inc., a brokerage firm headquartered in Memphis, Tennessee. The firm was founded in 1996 as Wunderlich Securities, Inc. They are ultimately held by B. Riley Financial, Inc. (NASDAQ: RILY). BRWM-IM provides investment advisory services to individuals, high net worth individuals, pension plans, profit-sharing plans, 401(k) plans, wrap programs, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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