Three Oppenheimer Advisors Named Rising Stars

InvestmentNews recognizes emerging leaders shaping the future of wealth management

Kelsey Costantini, Morgan Newman, and Nicholas Sterling have been named to the 2026 InvestmentNews Rising Stars list, which recognizes outstanding wealth management professionals under the age of 40 across the United States. This accomplishment reflects their professional achievements, leadership, and contributions to the clients and communities they serve.

As the wealth management industry continues to evolve, these advisors are bringing fresh perspectives and specialized expertise to their work, from comprehensive financial planning to expanding access to financial education.

About the Award Winners

Kelsey Costantini, Financial Advisor and Senior Director of Investments, joined Oppenheimer and The Domoracki Private Client Group in 2021. By leveraging Oppenheimer’s comprehensive resources, Kelsey and the team deliver a broad range of wealth management services tailored to clients’ individual needs and long-term objectives.

Morgan Newman, Director of Investments, is a co-founder of The Newman Group at Oppenheimer’s Chrysler East branch. She leads the group’s Women and Wealth at Work program, advancing women’s financial empowerment through education and helping them build the knowledge and confidence to make informed financial decisions. Since the start of her career in financial services, Morgan’s goal has been to revolutionize the way financial advising is perceived by the Millennial generation.

Nicholas Sterling, Financial Advisor and Associate Director of Investments, is a member of the Peregrine Group at Oppenheimer’s San Francisco branch. Nick partners with high-net-worth individuals to develop comprehensive financial and retirement plans, helping them coordinate decisions across their financial lives and navigate complex considerations with a clear, long-term perspective.

Investing in the Next Generation of Advisors 

Oppenheimer is committed to helping advisors at every stage of their careers develop their expertise, strengthen professional relationships, and build successful practices. Through opportunities for mentorship, collaboration, and continued learning, the firm empowers emerging talent to grow their businesses while delivering personalized service to clients. Learn more about the firm’s next-gen initiatives here.

Kelsey, Morgan, and Nick’s recognition underscores the impact of their work and the promise of the next generation of financial advisors. As they continue to advance their practices and contribute to the profession, their accomplishments reflect Oppenheimer’s commitment to developing talent and creating opportunities for future leaders to thrive. Congratulations to all three on this well-deserved honor and for exemplifying The Power of Oppenheimer Thinking.

View the full list here.