RADNOR, PA — Wedbush Securities has announced the expansion of its Main Line, Philadelphia office by welcoming the McCall Connelly Group, marking a significant step in the firm’s strategic growth in the Northeast and Mid-Atlantic regions. The new team includes Mike McCall, who joins as Senior Vice President, Investments and Market Manager, and Mike Connelly, stepping in as Vice President, Investments.
This addition underscores Wedbush’s commitment to enhancing its wealth management services by offering comprehensive solutions to its clientele. Both McCall and Connelly bring nearly two decades of collaborative experience, having previously worked at B. Riley Wealth Management. Their approach involves crafting tailored portfolios and financial plans, taking into consideration global opportunities and economic conditions to ensure sustainable long-term growth for clients.
Expressing enthusiasm about the move, Mike McCall stated, “We are thrilled to be part of the dynamic growth of Wedbush in Philadelphia and the Northeast region and are eager to utilize the full breadth of resources at Wedbush to continue serving our clients at a high level.”
Mike Connelly echoed this sentiment, saying, “Joining Wedbush has us excited and looking towards the future, we really appreciate that Wedbush is a boutique firm with the full-scale capabilities of a traditional wire house. We are thrilled to be able to utilize all that Wedbush has to offer.”
Chris Mone, EVP and Head of Wealth Management at Wedbush, highlighted the strategic importance of the new team, stating, “The McCall Connelly Group joining our Main Line, Philadelphia office is a key piece in our plan for Northeast expansion and broader growth as a firm. Their combined skill set offers clients a superb advisory experience and we are thrilled to have them.”
Craig Pirtle, SVP, Head of Business Development and Market Expansions, added, “We are excited to expand our East Coast presence with the addition of the McCall Connelly Group. Mike McCall, a top advisor and respected leader, along with Mike Connelly, brings a wealth of experience and a strong commitment to putting clients first. Their expertise will significantly enhance our wealth management services in the Northeast and Mid-Atlantic regions.”
Both McCall and Connelly are well qualified, with McCall holding a Bachelor of Arts degree from the University of Delaware and Connelly a Bachelor of Arts degree from LaSalle University. Their addition is expected to bolster Wedbush’s ability to cater to an expanding client base with tailored financial strategies.
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