Regional Branch Manager
Oppenheimer has a long history of serving the communities and corporations of New England through our office in the heart of downtown Boston. Our team of experienced Financial Professionals provides guidance to individuals, foundations, endowments and institutional clients across a broad range of wealth management services including portfolio management, corporate & executive services, financial planning, and estate planning. We utilize the considerable resources of Oppenheimer and its affiliates to provide our clients with a holistic set of services and advice for their wealth management, equity, fixed income and investment banking needs
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
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*As of June 30, 2026
Branch Offices across the United States
Financial Professionals
Billion Client Assets under Administration
Powerful Thinking from deep insight and expertise in customized financial planning that drives investment ideas and opportunities to help you achieve your personal goals.
Powerful Thinking focused on delivering unmatched expertise in the financing, trading, and research needs of municipalities, institutions, and emerging growth and middle market companies.
Powerful Thinking in strategic advisory services and capital market strategies from more than a century of deep industry expertise, broad product capabilities, and extensive transaction experience.
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