Branch Manager

CHAD ALLEN

BRANCH MANAGER MANAGING DIRECTOR-INVESTMENTS
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Assistant Branch Manager

JERRY WOLF

BRANCH MANAGER, ASSISTANT MANAGING DIRECTOR-INVESTMENTS
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Branch Specialties

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Chad Allen

Chad Allen has been the Branch Manager of Oppenheimer’s flagship Chrysler East office since August, 2015. His career started as a Financial Advisor with Merrill Lynch. He transitioned into a manager role in late 1999 and has held various roles since. In addition to serving as a Branch Manager, Chad has served in leadership roles at both the New York City regional and National Sales level. Chad is a 1993 graduate of the U.S. Military Academy at West Point, NY. He played varsity lacrosse all four years at the academy.

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Chad Allen

Chad Allen has been the Branch Manager of Oppenheimer’s flagship Chrysler East office since August, 2015. His career started as a Financial Advisor with Merrill Lynch. He transitioned into a manager role in late 1999 and has held various roles since. In addition to serving as a Branch Manager, Chad has served in leadership roles at both the New York City regional and National Sales level. Chad is a 1993 graduate of the U.S. Military Academy at West Point, NY. He played varsity lacrosse all four years at the academy.

Jerry Wolf

Jerry Wolf joined Oppenheimer & Co. Inc. in 2000 and is now the Assistant Branch Manager at Oppenheimer’s flagship branch, Chrysler East. This comes after making a career change from owning and managing a number of quality restaurants in Manhattan. Jerry came to the United States from Australia after graduating from Sydney’s College of Hotel and Restaurant Management. Jerry focuses on FA recruitment and wealth management strategy for corporate executives and other high net worth individuals. In his spare time, Jerry is an active pilot and volunteers with the Civil Air Patrol flying various missions and is also a volunteer Director of Rugby for Fordham Preparatory School in NYC.

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Jerry Wolf

Jerry Wolf joined Oppenheimer & Co. Inc. in 2000 and is now the Assistant Branch Manager at Oppenheimer’s flagship branch, Chrysler East. This comes after making a career change from owning and managing a number of quality restaurants in Manhattan. Jerry came to the United States from Australia after graduating from Sydney’s College of Hotel and Restaurant Management. Jerry focuses on FA recruitment and wealth management strategy for corporate executives and other high net worth individuals. In his spare time, Jerry is an active pilot and volunteers with the Civil Air Patrol flying various missions and is also a volunteer Director of Rugby for Fordham Preparatory School in NYC.

Austin Pieck

Business Development Associate
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Austin Pieck joined Oppenheimer & Co. Inc. in 2025 as a Business Development Associate in the Chrysler East Office. Austin, originally from the New Haven CT area, graduated from Amherst College in 2025 with a B.A in Economics while also playing varsity football. Prior to joining Oppenheimer full time, Austin interned at Oppenheimer in the summer of 2024. As a Business Development Associate, Austin provides support to our management team, Financial Advisors, and internal branch business.

Adeline Whalen

Branch Administrator
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Adeline Whalen joined Oppenheimer & Co. Inc. in 2025 as the Branch Administrator in the Chrysler East Office. Originally from New England, Adeline now lives and works in New York City, where she enjoys exploring all the city has to offer. She earned both her Bachelor’s (2023) and Master’s (2025) degrees from the University of Rhode Island, developing a strong foundation in business and organizational management. As part of the management team, Adeline helps oversee daily branch administration and provides support to branch functions.


About the Branch

Oppenheimer’s flagship branch, “Chrysler East”, at 666 Third Ave, adjacent from Grand Central Terminal, is home to approximately 100 Financial Professionals. Our office provides guidance and manages over $30 billion in assets for both domestic and international private clients and institutional relationships. This guidance includes corporate cash management, corporate retirement benefit plans, corporate stock option plans and other corporate executive services. Given our proximity to our headquarters on 85 Broad Street, our office is frequently visited by senior leadership and our colleagues who team with our Financial Advisors. Our state-of-the-art facilities support in-person, hybrid, or virtual client events and meetings. 

Our management team’s mission is to deliver first class advice and support to our Financial Advisors and staff. At the end of each year, we communicate our branch business plan which outlines our commitments for the following year. The focus of our plan ranges from professional development, branch-wide client and prospecting events, and dedicated office hours with both internal Oppenheimer employees and strategic third-party relationships who support our advisors and clients. 

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, four advisor teams from the Chrysler East office added to that success record by being named to the 2026 Forbes|SHOOK Best-In-State Wealth Management Teams. They are: East River Private Client Group, The Grand Central Private Client Group, The North Hill Group, & The Schoenkin Lesser & Clarke Group.

Awards Criteria

The Oppenheimer Difference

Chad Allen, Branch Manager

At Oppenheimer, your success is our success. At the core, we are focused on building a relationship with you and your clients that will withstand the test of time. I truly believe it's worth your time to explore Oppenheimer. I encourage you to get to know us better. Click the link below and let’s talk about your future.

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Advisor Stories

At Oppenheimer, our flat organizational structure allows for personal relationships between leadership and our advisors. Hear from our Assistant Branch Manager about our culture of service and advisor support.

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The Oppenheimer Chrysler East office supports the largest number of our Financial Professionals who service both domestic and international business. In less than one year at Oppenheimer, Paul Damiba exceeded his AUM prior to joining our firm. Paul's extraordinary success within the first year is something to celebrate! Listen to Paul share his story.

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Our Financial Professionals have direct access to senior leaders and experts throughout the firm. Hear from a Portfolio Manager who utilizes Oppenheimer resources to support his clients and his business.

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Oppenheimer takes great pride in supporting multi-generational advisor teams. Hear from Cindy and Morgan, a mother/daughter team I hired, about the support they receive in pursuit of their focus on empowering women investors through education.

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As Branch Manager I help advisors build our their team. Hear from Alex Smith, whom I hired and placed within a team in our office. Alex’ production has grown 5x since joining Oppenheimer.

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Oppenheimer has many advisors who have been with our firm their entire career. Michael Pallitto, a Managing Director and member of Oppenheimer’s Chairman’s Council, is a fine example. Hear from Michael what he values most about our firm.

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Our Story in Numbers

*Stats as of December 31, 2025

924

Financial Professionals

$143.3

Billion Client Assets under Administration

88

Branch Offices across the United States