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Branch Manager
Boston
Boston, MASpecialties
Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services
All Licenses
About 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
ANNOUNCEMENT
We are Pleased to Welcome Mackenzie Howe to the Boston Office!
We would like to welcome Mackenzie as the Branch Operations Manager at Oppenheimer Boston!
Mackenzie brings 5 years of experience in the industry. She spent the last year as a Registered Client Service Associate at Morgan Stanley. Prior to that, Mackenzie was a Registered Client Service Associate at Oppenheimer in the Boston office where she obtained her Series 7 and Series 66 licenses. Mackenzie graduated from Boston University in 2020, with a bachelor’s degree in business administration and a concentration in finance. While attending BU, she was also a member of the Division 1 women’s lacrosse team.
Mackenzie grew up in New Hampshire, and currently resides in Dorchester, MA. Outside of work, she enjoys coaching lacrosse, attending workout classes, reading at the beach, and walking her mini dachshund, Pickle.
Our Story in Numbers
*Stats as of September 30, 2025
927
Financial Professionals
$143.5
Billion Client Assets under Administration
88
Branch Offices across the United States
Customer Asset Protection
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.
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