Casey Joins A.G.P. from B. Riley
Advisor - People | Jan 06, 2025 | A.G.P./Alliance Global Partners
Casey Roach has joined A.G.P. / Alliance Global Partners as the Managing Director of Institutional Fixed Income Municipal Sales and Trading. Previously with B. Riley for nine years, Roach brings extensive experience and long-standing client relationships to A.G.P. He will enhance the Municipal Fixed Income division's capabilities. The CEO of A.G.P., Phil Michals, expressed enthusiasm about Roach's track record and the value he will add to the firm. A.G.P. is a regional investment and advisory firm with a focus on wealth management and middle market institutional services, combining boutique-level service with the security of larger custodial arrangements.
Sectors
- Investment Management
- Financial Services
Geography
- United States – A.G.P. is based in the United States and operates as a regional investment firm with global capabilities.
Industry
- Investment Management – A.G.P. operates within the investment management sector, providing wealth management and institutional services.
- Financial Services – The focus on municipal sales and trading places this activity within the broader financial services industry.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Casey Roach | Managing Director of Institutional Fixed Income Municipal Sales and Trading | Person | Newly appointed at A.G.P., bringing extensive experience from B. Riley. |
| A.G.P. / Alliance Global Partners | Employer | Company | A regional investment and advisory firm with a significant presence in wealth management and institutional services. |
| B. Riley | Former Employer | Company | Casey Roach's previous employer where he served as Vice President of Municipal Sales & Trading. |
| Phil Michals | CEO/Executive Chairman | Person | Leading figure at A.G.P., expressing optimism about Roach's contribution to the firm. |