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Meet our Forbes/SHOOK 2022 Best-In-State Wealth Advisors

  • Oppenheimer & Co. Inc.
  • April 7, 2022

Forbes released their 2022 Best-In-State Wealth Advisors finalists, which included eighteen Oppenheimer Financial Professionals. 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: James Beyloune,  David Carey, Mitchell Hassenbein, Joshua Hayes, Daniel Israelite, Chris Lazos

Second Row: Andrew Lerner, James McNamara, Spencer Nurse, Harold Perkins, Lawrence Rubinstein, David Schoenkin

Third Row: Logan Shalmi, E. Matthew Steinberg, Daniel Tacktill, James Watt, Brian Werdesheim, Jeffrey Werdesheim


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.