Our Team

David A. Bittermann, CFA, is Director of Investments and Branch Manager of the Fort Worth, TX office of Oppenheimer & Co. Inc. He serves clients from all walks of life, all levels of net worth, and in all parts of the country, in various stages of pre-retirement or retirement. David delivers tailored advice geared to help address vital life questions, and he develops collaborative strategies to address critical needs and milestones.

Using a wide variety of resources, he assists each client with identifying their expectations and goals, while assessing the associated risks. After learning all he can about each individual, an investment plan is constructed using the “Core- Satellite” approach.

David graduated with honors in Economics from Duke University. He learned a great deal about the practical side of business while working at IBM and a nationally known real estate company. He earned an MBA from SMU before entering the financial services industry in 1983. He holds the Chartered Financial Analyst (CFA) designation from the CFA institute as well as FINRA Series 3, 7, 9, 10, 63, and 65 registrations.

Randy (Bo) Bray joined Oppenheimer in 2018 after working at another well-known financial services firm for 15 years. He holds a Bachelor's degree and a MBA from TCU and has earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning.  

He and his wife have lived in Keller for 16 years where they are raising their two sons.  In addition, he served his country for 4 years in the Marine Corps as a munitions ordnance technician.

Dee Dee joined Oppenheimer in 2018 after 15 years supporting clients with a major financial services firm.  Although she was born and raised in Arkansas, she has lived in Texas for 19 years.