As a team of experienced financial advisors, we are dedicated to helping sophisticated investors and high net worth families achieve their financial goals.
We believe collaboration is the key to success: we take the time to build deep relationships with every client in order to understand his or her unique financial needs. From there, we will provide a comprehensive strategy and ongoing support to help ensure those needs are met.
The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.
Head of Research and Investment Management, Oppenheimer Asset Management Inc.
