YALE A. SALTZMAN,
As a graduate of Tufts University in Medford, MA with a B.A. in Quantitative Economics, Yale Saltzman was a founding partner of an ecommerce business located in Cambridge, MA, building the business from a concept to a company with over 25 employees and accumulating outside capital of more than a half million dollars.
From this experience, he derived his passion for working with entrepreneurs through the lifecycle of their businesses. Yale began his financial services career in 2002 with Fahnestock & Co., a predecessor of Oppenheimer & Co., Inc. Since then, he has built a practice dedicated to aiding business owners and their families with the many challenges confronting them regarding creating, growing and preserving wealth.
Yale holds the General Securities Representative (Series 7), the General Sales Supervisor License (Series 9 and 10), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is licensed as an agent for life and health insurance.
He is a partner in his family business, Camp Canadensis, which is now in its third generation. He also serves on the Investment Committee of the Abramson Center for Jewish Life, a nonprofit t provider of services to seniors. Yale lives in Newtown, PA with his wife and two sons.
JOSEPH J. QUIGLEY
A Pennsylvania State University graduate with a degree in Communications Film & Video, Joe Quigley began his career as an operator of a Kodak Microfiche copier at the Philadelphia Stock Exchange (PHILADEP) in 1992. Shortly after, he joined a branch of the regional firm Janney Montgomery Scott in operations, where he was able to learn hands-on about financial services and gain valuable experience. This led to a position as an administrative assistant for Merrill Lynch in Blue Bell, PA.
Late in 2000, Joe began his own practice at Morgan Stanley in Jenkintown, PA. This is where he developed the initial planning process. He has since refined it while also instituting a relationship management system that is the backbone of the team’s practice. Prior to joining Oppenheimer in 2011, he co-founded the Quigley & Murray Group and the Rose, Quigley & Murray Group of Wells Fargo Advisors in Quakertown.
Joe holds the General Securities Representative License (Series 7) and the Uniform Combined State Law (Series 66) examinations. He also is a licensed agent for life and health insurance. He resides in Souderton, PA with his wife and their two daughters. Joe is an avid Philadelphia Sports fan and a member of the Pennsylvania State University Alumni Association. Joe is also the owner of Quigley Publishing, LLC and author of Wake Up to Inve$ting!.
ROBERT T. WOCHELE,
With a degree in Business Administration from the University of Pennsylvania, Bob Wochele has been with Oppenheimer and its predecessors since 1988. He has helped clients navigate the varied investment landscape during the last three decades. His consistency and commitment to his clients have led to many second and third generation relationships.
He holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). He also holds the Chartered Financial Analyst (CFA®) designation from the CFA Institute and is licensed as an agent for life & health insurance.
Bob resides in King of Prussia, PA with his wife and four children. He is an avid cyclist, who has participated in the American Cancer Society City to Shore ride since 2011. He also enjoys volunteering with the Upper Merion Youth Wrestling Association, an organization established to promote the positive aspects of the sport.
CASEY L. SMITH,
Casey Smith is a graduate of Arcadia University with a B.A. in Business Administration. She joined Oppenheimer in 2011 as a Registered Client Service Associate. Casey was promoted in 2014 to Senior Financial Associate and Branch Administrator and again in 2018 to Financial Wealth Associate. She is an integral part of the operations of both The Monument Square Group and the Doylestown Branch.
She holds the General Securities Representative License (Series 7), the General Securities Sales Supervisor License (Series 9 and 10), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65) and is licensed as an agent for life & health insurance. Casey holds the Certified Financial Planner™ (CFP) designation, from the Certified Financial Planner Board of Standards, Inc.
Casey lives with her husband, daughter and son in Sellersville, PA.
Ann Cimino has been with Oppenheimer for more than 20 years. Before she joined the Monument Square Group in 2015, she spent more than ten years as an assistant for a large producing Financial Advisor, the last five of which were as his lead Registered Client Service Associate.
Ann graduated from Beaver College (now Arcadia University) with a B.A. in Communications. She holds the General Securities Sales Supervisor Qualification Exams (Series 9 and 10), the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66) and the Uniform Securities Agent State Law Examination (Series 63).
A graduate of Mansfield University with a B.A. in Business Administration, Vasilis began his career working in his family’s restaurant in Wellsboro, PA. After graduation, he moved to Philadelphia seeking an opportunity to gain experience in the financial industry. He joined FirstTrust as a Universal Banker and advanced to Universal Supervisor before leaving to join the Monument Square Group of Oppenheimer & Co. Inc. in July 2020 as a Client Service Associate.
In his spare time, Vasilis enjoys cooking, traveling and watching Philadelphia sports. He resides in Philadelphia, PA.