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Branch Manager



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About the Branch

For nearly twenty years, Oppenheimer has served the Pacific Northwest, from our Seattle and Bellevue offices, by curating the financial needs of high-net-worth individuals, corporations and non-profit organizations. We offer Financial Professionals autonomy to build their own businesses, and the opportunity to combine the considerable resources and tools of a national boutique with their own experience and management style.

We value individuals, and honor the partnerships we have by supporting independence, offering open architecture, and encouraging creative and entrepreneurial thinking. We value your freedom to apply financial strategies, establish a business model, and focus on your mission. A hallmark of our culture is keeping lines of communication short, with unfettered access to firm management and department leaders, decision makers and specialized professionals. The end result is a combination of positive team collaboration and broad based support from the Firm, with minimized distractions; an increasingly rare occurrence in our industry.

Boutique offerings

Our dedicated Financial Professionals work side-by-side with clients and their families to plan, invest, monitor and transfer wealth via offerings not always available at other firms. We offer strategies and specific solutions to high net-worth individual and institutional investors, with opportunities to participate in a broad array of advisory and private equity strategies, and alternative investments for qualified investors. These strategies may include direct investments in companies, as well as indirect investments into funds, and funds of funds (both primary and secondary).

A Culture to Succeed

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Our Story in Numbers

*Stats as of March 31, 2022
  • 993

    Financial Professionals

  • $117.2

    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

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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