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Our East River Private Client Group Team

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PETAR ARIZANOV,

Designation: CFP®

FINANCIAL ADVISOR, EXECUTIVE DIRECTOR-INVESTMENTS
PORTFOLIO MANAGER, OMEGA PORTFOLIO MANAGEMENT
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Biography:

Petar Arizanov is an Executive Director – Investments at Oppenheimer’s Chrysler East office, where he serves as a Financial Advisor to a select number of clients. He works with each client to design, recommend and implement customized investment strategies intended to help them work towards achieving their specific retirement, liquidity, investment, tax, education, estate and philanthropic needs. In investing for his clients, Petar takes a “go-anywhere” approach to investing, provided it fits within clients’ risk parameters and financial needs. He is a Portfolio Manager under the OMEGA Portfolio Management Program, which offers a managed money program in which experienced Financial Advisors act as portfolio managers for their clients. In 2018, Petar has been named as one of the Top 500 Next Generation Wealth Advisors, 2019 Top 1000 Next Generation Awards, and 2021 Best In State Wealth Advisor, ranked by Forbes/Shook based on interviewing advisors by telephone and in person so that they can measure their service models, investing process, experience levels and integrity.

He joined Oppenheimer in 2013 from Fidelity Investments, where he created comprehensive tax-effi cient financial strategies and assisted clients with estate, education and insurance planning strategies. Before joining Fidelity, he worked at Worldwide Wealth Management (WWM) as a Wealth Manager for high net worth individual and corporate clients and Vice President of Investments. At Worldwide Asset Management Group, LLC (WAM), where he was Chief Operating Officer, he helped to build solutions for international banks, broker dealers, insurance and investment companies, and worked on private placements and initial public offerings.

Petar earned a B.A. degree, magna cum laude, in Finance from Manhattanville College, on a full academic scholarship. He is fluent in English and Bulgarian and has knowledge of German, Russian, Serbian and Macedonian. In addition, Petar holds the designation of Certified Financial Planner (CFP) by the Certified Financial Planner Board of Standards Inc. He holds the General Securities Representative License (Series 7), the General Securities Principal Examination (Series 24), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). He is licensed as an agent for life and variable insurance in the states of California, Connecticut, Massachusetts, New Jersey and New York.

An outdoor sports enthusiast, Petar especially enjoys alpine skiing, hiking and soccer.

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PAUL FERN

SENIOR FINANCIAL ASSOCIATE, ASSOCIATE DIRECTOR
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Paul Fern is an Associate Director - Investments in the Chrysler East branch in New York City. Paul works closely with high-net-worth individuals, families, and small-to-mid sized businesses to navigate the complexities of wealth. He communicates directly with CPAs, estate attorneys, business brokers, trust officers, and other niche professionals to address client needs.

Paul’s passion for the financial services industry derives from his desire to help others and educate professionals in financial literacy. He prides himself in his commitment to providing a world-class experience for each client, which includes a comprehensive approach to private wealth management. He begins by listening to clients’ needs to help ensure strategies match objectives and account for risk. This holistic, goals-based approach is essential for Paul to act as a true collaborator and steward of capital. His clients utilize his sound expertise across investments, trust & estate planning, tax planning, and risk management to achieve practical results.

Paul graduated in May of 2016 from Arizona State University with a degree in Business Sports & Media. Prior to joining Oppenheimer, he worked at Vanguard and JP Morgan Chase. In addition, Paul currently holds the FINRA Series 6, 7, 63, and 66 registrations, and is licensed as an agent for life and variable insurance – LA1745969.

After being born and raised in Phoenix, Arizona, Paul moved to New York City in early 2021. He is passionate about watching and playing sports, specifically Arizona State Sun Devils and the Phoenix Suns. In his free time, Paul enjoys running, cooking, playing with his dog (Stockton), and spending quality time with family and friends.

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ELENA SHEVCHENKO

GROUP BUSINESS ASSOCIATE
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Elena Shevchenko is a Group Business Associate working with Petar Arizanov’s Team in New York City’s flagship, Chrysler East office. She is a seasoned business professional with over 13 years of business development experience in diverse sectors. Elena leverages strong communication skills to foster long-lasting client relationships.

She helps high-net-worth individuals gain access to advice on a variety of personalized strategies designed to grow and protect their assets. She understands how to customize day-to-day operations, marketing, compliance, and client review. She assists in the processing of client requests and ensures the maintenance of records for compliance. Elena holds the FINRA Series 7 and 66 registrations.

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