Skip to Main
Awards and Recognition

Forbes/SHOOK 2023 Best-In-State Wealth Advisors

  • Oppenheimer & Co. Inc.
  • April 5, 2023

Forbes released their 2023 Best-In-State Wealth Advisors finalists, which included twenty two 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, Sandra Chism, Robert Dalie, Daniel Israelite, Chris Lazos

Second Row: Andrew Lerner, Sandy Lesser, James McNamara, Spencer Nurse, Michael Palito, Harold Perkins

Third Row:  Lawrence Rubinstein, Yale Saltzman, David Schoenkin, Stephen Seremetis, Logan Shalmi, E. Matthew Steinberg

Third Row: Brian Werdesheim, Jeffrey Werdesheim, Tama Zaydon, Mark Zuckerman

Award Criteria

Disclosures

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.