Events

Congratulations to Drew and the other advisors who qualified for this year's Chairman's Council!

This prestigious recognition reflects Drew's unwavering commitment to serving clients, his dedication to excellence, and the trusted relationships he has built over decades at Oppenheimer.

We are proud to celebrate this well-earned achievement and remain committed to helping the individuals and families we serve pursue their financial goals with the personalized guidance, thoughtful advice, and exceptional service they have come to expect.

We are grateful for the opportunity to support organizations that make a meaningful difference in our community. Recently, we partnered with a local school by donating a comprehensive financial plan to its silent auction fundraiser, helping raise funds for technology, educational programs, and other valuable student resources.

Supporting local schools and investing in opportunities that benefit students, families, and educators is one of the many ways we strive to give back to the communities we serve.

We are excited to announce that Kate has earned the designation of Portfolio Manager, marking another significant milestone in her professional career. This achievement complements her MBA from NYU Stern, the Chartered Alternative Investment Analyst (CAIA) designation, and her FINRA Series 24 and Series 4 supervisory licenses, reflecting her commitment to excellence in investment management.

As parents, we know how quickly children outgrow their clothes. We also recognize the ongoing challenges many Ukrainian families face in accessing basic necessities due to continued supply shortages and disruptions.

Thanks to the generosity of our community and the support of established humanitarian shipping partners, we collected and delivered a large donation of children's clothing to families in need. We are incredibly grateful to everyone who contributed to this effort and helped provide growing children with something simple, yet essential.

This year we welcomed Austin Kline to our team as Director, Head of Financial Planning. Austin brings extensive experience, a strong commitment to serving clients, and a thoughtful approach to financial planning. His expertise and ability to collaborate and elevate those around him have made him an invaluable addition to our practice.

Since joining us, Austin has helped strengthen our financial planning capabilities and further enhance the comprehensive guidance we provide to the families we serve. We are grateful to have Austin as part of our organization and look forward to the continued impact he will make in helping our clients pursue their financial goals.