Our Team

Jim Beyloune, Managing Director – Investments at Oppenheimer & Co. Inc., brings nearly four decades of wealth management expertise to his clients. Since joining Oppenheimer in 1994, Jim has focused on providing comprehensive wealth management strategies to affluent families, individuals, entrepreneurs, and institutions, including trusts, estates, non-profits, endowments, and pension plans.

Renowned for his meticulous attention to client service, Jim prides himself on delivering a high-touch client experience. He emphasizes clear and open communication and values being a thoughtful listener, understanding that these qualities are essential in helping clients achieve their financial goals. Whether working with affluent clients or those early in their investment journey, Jim ensures each client receives the utmost respect, effort, and personalized attention.

Jim has been recognized by Forbes.Shook, naming him a Best in State Wealth Advisor from 2021 to 2024. He is a graduate of Boston University and holds the Certified Investment Management Analyst® (CIMA®) designation, an advanced certification for advisors committed to providing sophisticated investment and portfolio management services.

Outside of his professional life, Jim enjoys spending quality time with his family, playing golf, and relaxing with his guitar.

Zach Beyloune is a Financial Advisor with the Beyloune Group of Oppenheimer & Co. Inc. in the Boston office. He focuses on providing wealth management strategies for high-net-worth individuals and families. Zach focuses on delivering a comprehensive approach to private wealth management tailored to each client's specific needs, emphasizing high-level customer service, and investment planning.

Zach graduated cum laude from Union College with a B.A. in Economics. He holds the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66), and the Securities Industry Essentials Exam (SIE). Additionally, he holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is licensed in Life Insurance.

In his free time, Zach enjoys playing soccer and golf, traveling, and spending time with family and friends. He is also an avid Boston sports fan and enjoys attending Celtics games when they are in town.

Robert Talley is a Client Service Associate for the Beyloune Group, based in Oppenheimer’s Boston, MA office. In his role, Robert provides exceptional service to clients, coordinating all administrative activities and playing a key role in the client service process. He brings a strong knowledge base in compliance and operations, handling all team procedures related to account opening, wire and securities transfers, and account reconciliation, among other daily responsibilities that help build strong client relationships.

Before joining Oppenheimer, Robert worked in politics and cybersecurity sales in Washington, DC. He holds a degree in Economics from Sewanee. In his spare time, he enjoys golf, rock climbing and music.

Lauren joined the Oppenheimer & Co. Inc. Boston Branch in July 2023 and works as a Client Service Associate in the Beyloune Group. With eight years of experience in sales and customer support, she prioritizes the personal demands and needs of each client, aiming to provide warmth and ease in every interaction. Lauren prides herself on her thorough attention to detail and positive mindset.

Lauren graduated from the University of Rhode Island in 2014, majoring in Textiles, Fashion Merchandising, and Design, with a minor in Business. She holds the FINRA Series 7 registration.

Residing in South Boston, Lauren enjoys running and flipping vintage designer goods in her free time.