Forbes Names Eight Oppenheimer Financial Advisors To 2018 Next-Generation Advisor List

New York, September 27, 2018 – Oppenheimer & Co. Inc. (“Oppenheimer”) – a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced that eight Financial Advisors in the Firm’s Private Client Division appeared on the Forbes ranking of Top-Next Generation Wealth Advisors, developed by SHOOK Research.

The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors representing the future of the wealth management industry. The advisors that appeared on this distinguished list include:

• Petar Arizanov, New York
• Christopher Audus, Radnor
• Justin Gelbman, Princeton
• Joshua Hayes, Chicago
• Christopher Lazos, New York
• Andrew Lerner, Boca Raton
• Logan Shalmi, Boca Raton
• David Vanech, Providence 

“I’m incredibly proud to see eight of our advisors receive this top honor from Forbes,” said Mark Whaley, Executive Vice President, Private Client Division at Oppenheimer. “These Financial Advisors represent a successful group who are utilizing our research, resources, products and technology platforms to support key business lines and offer unparalleled support and advice to their clients. It’s important to us that we continue to enable success, which is why we’re investing in top technology platforms so our advisors can spend more time helping clients prepare for the future.” 

The Forbes ranking of America’s Top Millennial Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of individuals with a minimum of four years relevant experience and acceptable compliance records. All advisors are born in or after the year 1980. The company conducts qualitative due diligence, which examines best practices such as client service models, investing process, business types, via telephone and in-person interviews.