- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTScourtney.email@example.com
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 Professionals 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 List. They are: Joan Gilchrist and Dan Israelite.
A Culture to Succeed
Our Story in Numbers
Billion Client Assets under Administration
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.Read More Customer Asset Protection
Products & Services
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.