Philip Wunderlich has broad experience within the securities industry having worked as an investment advisor as well as in investment banking, and equity research. Mr. Wunderlich previously served as Managing Member and Chief Investment Officer of SEC registered investment advisory firm Wunderlich Capital Management from 1998-2024. After graduating with a B.S. degree from the McIntire School of Commerce at the University of Virginia in 1994, he joined Smith Barney’s corporate finance department in New York as a financial analyst. Prior to joining Wunderlich Securities (later B Riley Wealth Management, Inc), Mr. Wunderlich was an analyst in the equity research department at J.C. Bradford & Co. in Nashville. Mr. Wunderlich has been awarded the right to use the Chartered Financial Analyst (CFA) designation by the CFA Institute.