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Boston, MA


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

Branch Manager




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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.

A Culture to Succeed

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Our Story in Numbers

*Stats as of March 31, 2024
  • 936

    Financial Professionals

  • $124.9

    Billion Client Assets under Administration

  • 89

    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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Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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