Branch Manager

PETER ULBRICH

BRANCH MANAGER MANAGING DIRECTOR-INVESTMENTS PORTFOLIO MANAGER
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Regional Branch Manager

CRAIG A. SCHNEIDER

REGIONAL BRANCH DIRECTOR MANAGING DIRECTOR
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About the Branch

Located in the up and coming Rail District on Eton Street, Oppenheimer’s Birmingham branch has a long record of providing corporate executives, high net worth individuals and non-profit organizations with service and access to sophisticated asset management strategies that today’s investors have come to demand.

The Birmingham branch draws on considerable resources of Oppenheimer and its affiliates to provide a broad range of Financial products and services including professional money management, asset management, retirement planning, insurance, trust services, and alternative investments for qualified investors. Our focus has always been on the client who appreciates the objectivity and professionalism our Firm brings to the table.

Branch Specialties

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Our History

Our Story in Numbers

*As of June 30, 2026

88

Branch Offices across the United States

934

Financial Professionals

$154.7

Billion Client Assets under Administration