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The Hassenbein Private Client Group Team | Oppenheimer & Co. Inc.

Our Team

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MITCHELL HASSENBEIN

BUSINESS DEVELOPMENT MANAGER, MANAGING DIRECTOR-INVESTMENTS
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Biography:

Mitchell Hassenbein is a Managing Director at Oppenheimer & Co. Inc. (“Oppenheimer”) in the Jericho, NY office. Mitch oversees a wealth management group that provides a hands-on, boutique experience to high-net-worth clients, along with access to the full depth, breadth, and strength of Oppenheimer’s extensive resources.

As an industry veteran since 1992, Mitch is very experienced in equity investments – with areas of focus that include portfolio analysis and mutual fund diversification. His consultative approach includes individual stocks, mutual funds, equity and exchange-traded allocations, and the selection and monitoring of institutional money managers. He also offers bond selection, with the Firm’s short-term cash management instruments. For qualified investors, alternative investments and private equity are part of his practice.

Mitch joined Oppenheimer in 2001 and is registered with the FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Adviser Law), as well as New York State life and health insurance licenses.

A native of New York, Mitch attended Syracuse University where he earned his B.A. in Communications. He currently serves on the Board of Directors for the Marc S. Zeplin Foundation, a non-profit organization dedicated to providing scholarships for children, and funding to individuals and families financially stricken by the tragedies of 9/11. He participates in charity events annually with Cycle for Survival. Mitch enjoys coaching his kids’ sports teams and is an avid tennis player. He resides in Roslyn, NY with his wife and family.

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WILLIAM FORTE

FINANCIAL ADVISOR
SENIOR DIRECTOR-INVESTMENTS
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Biography:

William “Bill” Forte is a Financial Professional with The Hassenbein Private Client Group of Oppenheimer & Co. Inc., in the Jericho, NY branch. In addition to his dedication to helping families, he concentrates on and services consultants, in the sectors of business, healthcare, and technology. Bill pays special attention to their unique schedules and time-sensitive needs. Bill helps his clients navigate the unique industry challenges that they are faced with to come up with a comprehensive plan.

His practice relies on building a trusted, transparent relationship with his clients, resulting from extensive examination of their circumstances, needs, goals, and risk tolerance. In conjunction with the Firm’s capabilities, he offers asset management, insurance and fi nancial planning services. His career began with AXA Advisors, and he joined Oppenheimer in June of 2018.

Bill graduated from the Peter J. Tobin School of Business at St. John’s University. He has FINRA Series 7, 63 & 65 registrations, and is licensed as an agent for Life, Accident and Health insurance.

He lives in Smithtown, NY and enjoys playing golf and traveling. He also volunteers working with children with special needs. He enjoys giving back to his alma mater and is a mentor for fellow students at St. John’s University.

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JOSEPH AMATO

CLIENT SERVICE ASSOCIATE
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SALVATRICE SESA

CLIENT SERVICE ASSOCIATE
Biography:

Sally Sesa joined the financial services industry in 1986. She has over 30 years of experience, all with Oppenheimer & Co. Inc. During those years she has held a number of positions, from operations associate to a management position overseeing branch sales associates. Her responsibilities have provided her with a unique opportunity to learn many aspects of the industry and are invaluable in helping her bring a level of expertise and professionalism to the client service process. 

As a member of The Hassenbein Private Client Group of Oppenheimer & Co. Inc., Sally uses her strong knowledge of operations to provide comprehensive service. She is responsive to client needs and handles functions such as account opening, funds transfers, event registration, etc., while foster strong client relationships. Sally is always your first point of contact for efficient concierge service.

Sally was born in Italy and remains fluent in the language. She spends most of her time with her family, especially with her new grandson. She also enjoys dancing, dining out and going to New York theatre.

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ANNETTE CONTE

SENIOR FINANCIAL ASSOCIATE
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