Our Team

Bruce Hartzmark has been guiding individuals and families with their personal and corporate investment strategies since 1983. His family’s legacy in the financial service industry goes back to the Great Depression. Bruce joined one of Oppenheimer’s predecessor firms in 1985, and along with his uncle they helped form the Cleveland office.

Bruce’s experience through multiple economic eras and cycles, and his passion for guiding his clients through these periods have resulted in many long term relationships. Working with multi-generational families speaks volumes about his practice in an ever changing and competitive environment. Bruce leverages direct access to the firm’s leadership and resources in selecting unique and differentiating professional money managers, fixed income strategies and alternative investments for qualified investors.

Bruce earned his BSBA in Marketing from The Ohio State University, and holds the FINRA Series 7, 63 and 65 registrations, and is insurance licensed. Bruce has had various roles in many nonprofit organizations in the Greater Cleveland area and nationally. He was a member of the National Board of Trustees for the Crohn’s and Colitis Foundation, and then served as President of the Northeast Ohio Chapter. He currently is an Officer of the Board of Trustees of Geauga Humane Society-Rescue Village, and is on the Leadership Council of The Digestive Health Institutes of University Hospitals of Cleveland.

Bruce and his wife Cindy enjoy bicycling, and traveling. They live in Pepper Pike, Ohio with their rescue dogs.

Adam provides individual dedication to clients, helping them develop a comprehensive understanding of their complete financial picture, while helping to simplify their financial lives. Combining passion with vocation, he seeks to make a difference in the lives of those he touches. Based in Cleveland, he works with clients all over Ohio, Florida, and throughout the United States.

Adam began his career with Oppenheimer working with the Asset Management and Equity Capital Market divisions. He then co-founded and was Vice President of a full service international financial communications and marketing firm with offices in New York and Hong Kong. In 2008, Adam returned to Oppenheimer, as a financial advisor joining his family group, which has a proud tradition in financial services going back four generations.

A graduate of Syracuse University, he earned degrees in both Finance and Information Management & Technology. He holds the FINRA Series 7 and 66 registrations. He is also licensed for Insurance.

Adam is engaged with several non-profits, both nationally and locally, and sits on a number of boards including the Providence House Board of Trustees and several within the Jewish Community. In 2018, Adam was recognized as one of 18 Difference Makers in the Cleveland Philanthropic Community. In addition to his non-profit involvement, Adam enjoys playing tennis, making fine wines, and traveling with his wife, Kristen.