Branch Manager
Boston
Boston, MASpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust ServicesAbout the Branch
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.
Join Oppenheimer

We are Pleased to Welcome Daniel Krall to the Boston Office!
We are pleased to announce that Daniel Krall has joined Oppenheimer Boston as a Financial Consultant. His wealth management practice serves high-net-worth individuals, families, business owners, and professionals seeking expert guidance. Dan joins a host of other Next Gen financial advisors who have joined Oppenheimer Boston in the last few years to make Oppenheimer Boston the best place for Next Gen financial advisors to grow their practices.
Dan was raised in Beverly, MA, in a Hispanic, business-owning household. He developed an early appreciation for the opportunities created through dedication, discipline, and sound financial guidance. He earned his degree in Finance and Economics from Boston College’s Carroll School of Management in 2017.
Outside the office, Dan lives in Boston with his fiancée, Kim. He devotes his free time to travel, volunteer work, and a range of hobbies including hiking, golf, basketball, and reading.
Our Story in Numbers
*Stats as of December 31, 2024
931
Financial Professionals
$129.5
Billion Client Assets under Administration
88
Branch Offices across the United States