Based out of Virginia Beach, our elite team of dedicated financial professionals bring a wealth of experience and a passion for helping clients succeed. We leverage the full capabilities of Oppenheimer & Co. Inc. to ensure our clients have the resources and services.
ERIC R. BARTOK,
Eric focuses on wealth building strategies for the complex issues facing the high net worth market place. Eric graduated from the University of Toledo with a B.S. in Management with a Concentration in Finance. He has since completed and holds the Certified Investment Management Analyst® (CIMA®) designation awarded by Investments & Wealth Institute™ and taught in conjunction with the Wharton School, University of Pennsylvania.
An active volunteer for Junior Achievement and the United Way, Eric and his 4 daughters reside in Virginia Beach, Virginia.
VICTORIA M. ZIVIC
Victoria assists private clients by providing objective advice and a variety of wealth management services. Prior to joining Oppenheimer, she was a Registered Client Associate at Merrill Lynch and Branch Manager at Springleaf Financial Services.
Victoria attended Old Dominion University's Strome College of Business where she played Division 1 soccer and graduated with a degree in Marketing. She currently holds Series 7 and 66 licenses.
Victoria lives in Virginia Beach with her husband Justin and their daughter Quinsey Rose.
Amy works directly with our private clients to address any questions, concerns or service needs they may have.
Amy graduated with a B.S. in Business Administration from the University of Georgia. She currently holds Series 7 and 66 licenses.
Amy lives in Norfolk with her husband Lew and two kids Katie and Jake. Outside of work she loves to play tennis.