Our Team

Anita D’Aguilar is a Director – Investments in the Los Angeles office of Oppenheimer & Co. Inc. She focuses in socially responsible investing, working closely with successful individuals and families who seek to align their financial strategies with their ethical and social priorities. With over 20 years of experience in finance and wealth management, Anita has advised corporate executives, family offices, women business owners, affluent families, and entertainment professionals on investment strategies that integrate financial growth with social impact.

Anita’s approach includes a broad range of traditional, absolute return, and—where appropriate—alternative investments for qualified investors. Her expertise in socially responsible investments has earned her recognition within the investment community, allowing her to offer well-informed strategies that reflect her clients’ financial goals and values.

Anita made a significant contribution to UBS introducing a beverage company purchased by Coca-Cola for $4.1B cash. Around 2007/2008 her team serviced the companies Family Office in an investment advisory role. Anita fostered a strong relationship with the company and senior management. She focuses in Comprehensive Financial Planning and have been published in magazines.

Feng Shen is a Director – Investments in the Oppenheimer Los Angeles office since 2021. She began her career in wealth management at Merrill Lynch, where she supported the firm’s largest wealth management team in managing $6 billion in client assets. With over 24 years of experience in finance, Feng has built a strong reputation for providing customized financial strategies tailored to help clients achieve their long-term goals.

Focuses in comprehensive financial planning, investment management, and retirement strategies, Feng is committed to guiding clients through the complexities of wealth management with a focus on asset preservation and growth. Her clientele includes corporate executives, attorneys, physicians, and entrepreneurs. She employs a diverse range of financial instruments—including stocks, options, bonds, ETFs, mutual funds, hedge funds, and private equity—to construct well-rounded portfolios designed to address clients’ financial objectives.

Joel Pareno, Client Service Associate joined the Newport Beach office in 2023. He brings over 23 years of invaluable experience and a wealth of industry knowledge to his team. Joel stands as a seasoned professional in the realm of client service. His commitment to excellence is evident in his extensive background, demonstrating a strong proficiency in catering to the unique needs of clients.

Joel, a proud Long Beach native, embarked on his academic journey at CSU Fullerton, earning a Bachelor’s Degree in 1995. His dedication to continuous professional development is showcased through his ongoing pursuit of professional development certifications, an unwavering commitment to staying abreast of industry advancements. Outside the professional arena, Joel finds joy in exploring the diverse corners of the world, fueled by his passion for travel. Whether riding the waves on his surfboard or gliding down snowy slopes on a snowboard, Joel embraces the thrill of outdoor pursuits. Equally, he cherishes moments spent with his life companion of 10 years, Mimi, and their delightful quartet of feline companions.

Joel's multifaceted approach to life, blending professional acumen with a love for adventure and personal connections, defines him as a Client Service Associate who not only understands the intricacies of the financial landscape but also appreciates the importance of balance and fulfillment beyond the office walls.