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Meet our Forbes/SHOOK 2020 Best-In-State Wealth Advisors

  • Oppenheimer & Co. Inc.
  • January 16, 2020

Forbes released their 2020 Best-In-State Wealth Advisors finalists, which included seventeen Oppenheimer Financial Advisors. This year's list spotlights the top-performing advisors across the country who were nominated, researched, interviewed and assigned a ranking within their respective states by Forbes|Shook Research.

Forbes Best-in-State
Forbes Best-in-State

(Pictured left to right)

First Row: David Carey - San Francisco, CA; Sandra Chism - Kansas City, MO; Justin Gelbman - Princeton, NJ; Joan Gilchrist - Chicago, IL; Dan Israelite - Chicago, IL; Christopher Lazos - New York, NY; Sandy Lesser - New York, NY

Second Row: James McNamara - Palm Beach Gardens, FL; Spencer Nurse - Bellevue, WA; Michael Pallitto - New York, NY

Third Row: Harold Perkins - Houston, TX; Lawrence Rubinstein - Princeton, NJ; David Schoenkin - New York, NY; Stephen Seremetis - New York, NY; James Watt - Atlanta, GA; Brian Werdesheim - Los Angeles, CA; Jeffrey Werdesheim - Los Angeles, CA


Oppenheimer & Co. Inc. is not affiliated with Forbes or Shook Research. These rankings combine both quantitative and qualitative measures, including: in-person interviews, industry experience, community involvement, client retention data and revenue trends.

Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.