Get to know the team
Allen G Oechsner - Investment Advisor Representative, Portfolio Manager, and Team Leader
Mr. Oechsner is the Sr. Portfolio Manager for the Hilton Head Asset Management Group of B Riley Wealth Management. After almost 30 years, Mr. Oechsner retired from the U.S. Trust Company of New York where he was the Managing Director of the Institutional Client Service Division. In this role, he managed the Division and directed the institutional client review process ensuring that over $7 billion in client portfolios were being managed according to established investment policy guidelines. He has considerable experience in creating investment programs and strategies to meet the specific income and growth needs of institutional endowments, charitable organizations, pension plans, and other institutional clients. He was also part of a team of professionals that were charged with managing the liquidation and reinvestment of assets for large estates in probate. Previously at U.S. Trust he was Department Head for Taxable Fixed Income Portfolio Management and trading activities, client service, corporate bond research and short-term portfolio management. He is a Beta Gamma Sigma graduate of Hofstra University and is a member of various professional associations including the Bond club of New York. When not in the office Allen can often be found on the tennis courts or cycling throughout the Hilton Head.
Nicholas J. Twining - Investment Advisor Representative and Portfolio Manager
Nick recently joined Hilton Head Asset Management Group after a 15-year career with some of the largest firms on wall street, such as Morgan Stanley and JPMorgan Chase. Prior to joining, Nick was a Financial Advisor on a team with Morgan Stanley, managing over $1 billion in assets. He managed various relationships using investment policy statements or financial plans to create custom investment programs and strategies to meet the specific income and growth needs outlined by each client. Nick was also the team’s defined benefit plan analyst, responsible for screening, building, and reviewing the various plans that the team oversaw.
Much of what makes Nick unique to his clients is his solid foundation from his experience in the operational, legal, and technical side of the business. Prior to becoming an advisor Nick had been a regional operations manager, a regional supervisory manager, a chief compliance officer, and an institutional trader. The bedrock from these skills gives Nicholas a better understanding of how the entire wealth management practice functions, rather than simply one part of it.
Nick is a graduate of Washington and Lee university and spends most of his free time outdoors with his wife Katie, and twin boys.
Ruth Hauck- Registered Principal
Ms. Hauck is the registered principal and an Investment Advisor Representative for Hilton Head Asset Management Group. Her career began on Hilton Head Island in 1982 with Bache, Halsey, Stuart, Shields and in 1984 she joined Interstate Securities as operations manager. In 1986 Ms. Hauck opened a branch office for a private New York Firm, Melhado, Flynn & Associates where she worked in a number of capacities, including operations and customer support.
Ms. Hauck joined what is now B Riley Wealth in May of 2008 along with Allen Oechsner and Brian Bensch in order to form their own independent group.
As an operations manager and now principal, Ms. Hauck has centered her career on customer service with a hands on approach to all aspects of the investment management business. Ms. Hauck also has a South Carolina Insurance License and is a notary for South Carolina. A graduate of Drew University, Ms. Hauck enjoys her church, St. Luke's Anglican Church, and many equestrian activities with her daughter, Jennifer.