Skip to Main

Plan, Grow and Preserve Your Wealth on Your Terms

Everyone has financial goals. But even the best financial plans and most experienced investors can’t always predict the complexities of life.

That’s where we come in. Our Financial Advisors work closely with high-net-worth individuals and their families, supporting them with wealth management strategies that are holistic and designed to suit their unique needs.

Blending the extensive resources of a global investment firm with the personalized service of a boutique, we are committed to helping you develop a plan that can help meet your needs today and in the future.

Bartok Private Client Group
That is bartok tradition
That is our tradition. It remains our goal.
True to Our Traditions

For over 130 years, Oppenheimer has evolved to address our clients’ needs. As our client base grows, we work hard to offer them a wide array of services to help them face the challenges of an increasingly complex economy.

As a national boutique, we foster Financial Professionals who are based in offices near you, but who have access to research and services nationwide. Our experienced professionals understand your needs and provide services ranging from insurance to investment management, from trusts to pension plans and estate planning strategies.

We strive to match clients’ investment needs with customized, personal service that evolves in tandem with their lives: some of our clients and their families have worked with us for generations.

Additional Team Members

The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.

Michael Tynan

Michael Tynan, CFP®

Executive Director, Financial Planning

John Stoltzfus

John Stoltzfus

Chief Investment Strategist

Hunt Worth

Hunt Worth

President Oppenheimer Trust Co. Delaware

Anusha Rodriguez

Anusha Rodriguez

Head of Alternative Investments

Kjeld Engberg

Kjeld Engberg

Head of Structured Products

Michael Campione

Michael Campione

Executive Director, Retirement Services