B. Riley Wealth Investment Solutions Group

 

Goldman Financial Solutions is a wealth advisory firm operating as an independent  branch of  B. Riley Wealth Management, Inc. 

 

Susan G. Fleck, CFA®, CPA®, CAIA®

Manager, Investment Solutions 

 

Susan Fleck manages the Investment Solutions department for B. Riley Wealth Management, Inc.  She is responsible for developing investment strategies for individual and institutional clients of the firm.  Prior to joining the firm as an analyst in 2014, Susan served as Operational Due Diligence Analyst for Gerber Taylor Management Company.  Susan has more than 18 years experience in the financial services industry.

Susan has earned the Chartered Financial Analyst® (or CFA ®) professional designation awarded by the CFA Institute.  Susan is also a Certified Public Accountant (CPA®) and a Chartered Alternative Investment Analyst.  Susan holds a B.B.A. in Banking and Finance & Management from Mississippi State University and earned a M.B.A. in Accountancy from Christian Brothers University. 

Susan served on the Board of Directors of Humane Society of Memphis & Shelby County and she is a past board member of Arts Memphis.  Susan is also a member of the UC Foundation SMILE Fund Advisory Board.