Our Team

Peter is a Financial Advisor and Senior Director – Investments, with over 40 years of experience in the financial services industry.

He leads the Coastal Private Client Group of Oppenheimer & Co. Inc. Peter has an MBA from the University of Richmond in Richmond, Virginia and is also a Certified Financial Planner Practitioner.

As an Oppenheimer Financial Professional he aligns each client’s unique goals, values and needs with holistic planning and design of investment and insurance strategies. He uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon and risk tolerance.

Peter focuses on growing and protecting the assets of high-net-worth clients (individuals, families, corporate executives and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.

Peter is active in the Palm Beach Community having served as the past president of the South Florida Chapter of the Juvenile Diabetes Foundation. He also serves as a member and past Potentate (President) of the Amara Shrine in West Palm Beach, FL and has been honored by the Sloan Kettering Cancer Center for devotion to their cause over the years. Peter is an avid outdoorsman and enjoys boating and fishing and spending free time with his daughter Megan, son-in-Law and two high-spirited grandsons.

Richard is a Director of Investments as well as a Certified Financial Planner practitioner with more than 20 years of experience in the financial services industry. Richard works diligently to empower his clients, discussing personal financial goals, college planning for children, when or even whether they want to retire, how much money it will take, and what they may need to save to provide for needs in the interim. Objective and reliable, his focus is on overall investment management and individualized financial planning.  Prior to joining Oppenheimer & Co. Inc. in 2019, Richard worked at Raymond James and Morgan Stanley. He earned his bachelor’s degree in economics from Binghamton University. He is an active member of Toastmasters International and earned his Competent communicator designation from that organization in 2018. Richard makes his home in Jupiter, FL with his wife and son. In his free time he enjoys golf and working out.

Bob McCabe is the Branch Manager and Senior Director – Investments for the Oppenheimer & Co. Inc. Palm Beach Gardens office.

Bob has more than 35 years of financial services experience and is a seasoned industry veteran with an extensive track record of leading successful wealth management teams, growing assets under management, and boosting client experience. He is part of the leadership team that supports East Coast Florida Complex, which includes the Delray Beach, Boca Raton and Palm Beach Gardens offices.

As a financial advisor, Bob dedicates himself to helping clients address their financial needs and aspirations by developing investment plans around their long-term goals and risk tolerances. Throughout many major shifts in the markets over time, he has developed a flexible and comprehensive planning approach that features strategies targeted to clients’ specific circumstances. Bob works one-on-one with investors, enabling him to structure balanced portfolios that help keep clients focused on meeting objectives, while maintaining enough flexibility to adapt to changing market forces and life events.

Bob has earned the FINRA 3, 7, 8, 63 and 65 Registrations. A New York native, Bob earned his bachelor’s in economics and finance at Manhattan College in Riverdale, NY. He has made his home in South Florida for more than 20 years, and he has been active with organizations that care for the homeless and hungry, including Feeding South Florida, the Homeless Coalition of Palm Beach County, and Place of Hope.

Michael is a Registered Client Service Associate for Oppenheimer & Co. Inc. who brings a well-established background in client service, retirement planning, and financial product knowledge. He is a dedicated and experienced professional whose priority is to meet the needs and provide the best possible service to all of the team’s client’s. Michael understands that relationships require personalized service and there is no one size fits all. He treats all relationships in their own specific way to meet individual needs.

Michael first joined the financial services industry in 2022 after attending Florida Gulf Coast University where he obtained his bachelor’s degree in Business Administration from the Lutgert College of Business. He has experience from Fidelity Investments as well as Virtus Investment Partners before making Oppenheimer & Co. Inc. his home. He was born in Atlanta, GA and raised in Jupiter, FL. Michael is fully registered and has his 2-15 Life, Health, and Variable Annuity License. He also earned his Chartered Retirement Planning Counselor™ (CRPC™) designation. In his free time, he enjoys researching the stock market, golfing and going to the gym.

Jonathan is a Registered Client Service Associate for Oppenheimer & Co. Inc. He has a strong background in the financial services industry and brings a client focused approach dedicated to meeting the needs of each client. Jonathan understands that by being committed to accuracy and responsiveness with client needs he is able to build and maintain strong, lasting client relationships. He prioritizes each client’s needs and understands that by providing personalized support he is able to build a strong foundation for a successful relationship.

Jonathan attended Florida Gulf Coast University and graduated with a bachelor’s degree in Finance from the Lutgert College of Business. His experience in the financial service industry started at Fidelity Investments where he worked as a Client Relationship Advocate. He was born and raised in Jupiter, FL and continues to make it his home today. While having free time he enjoys spending it with his family as well as playing the occasional round of golf.