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chicago

Chicago

Chicago, IL

SPECIALTIES

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

Branch Manager

COURTNEY MYGATT

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

courtney.mygatt@opco.com

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About The Branch

Located in the heart of the city, Oppenheimer’s Chicago office provides strategic guidance and sophisticated wealth management strategies to individuals and generational families. Our nationally recognized team of professionals have a reputation for stellar service and specialize in offering tailored advice to high-profile clients with complex financial situations.

The Chicago branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement planning, financial planning, insurance & annuity products, estate planning and trust services. For qualified investors we also offer extensive opportunities in the alternative investment category, including hedge funds and private equity. Each of our Financial Advisors is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, two advisors from the Chicago office added to that success record by being named to the 2020 Best in State Wealth Advisors ListThey are: Joan Gilchrist and David Israelite.

Awards Criteria


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Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    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

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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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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