Our Team

Adam is a Co-Founding Partner of The Pacific Group of Oppenheimer & Co. Inc., where he leads the team’s exit planning practice. Having witnessed two generations of his family’s businesses end without reward, Adam brings a deeply personal understanding of what’s at stake when founders transition out of what they’ve built. That experience shaped his belief that a well-planned exit isn’t just about financial security, it’s about protecting a legacy and ensuring the next chapter is as fulfilling as the first.

With decades of experience working alongside entrepreneurs, Adam helps founders navigate the complexities of liquidity events, risk management, and life beyond the business. He is a strategist by nature, known for his ability to distill complexity into clear, actionable steps. His approach is pragmatic, but he never loses sight of the emotional and identity shifts that come with a major transition.

By leveraging the deep resources of Oppenheimer and collaborating with clients’ other trusted advisors, Adam ensures every detail is accounted for, whether structuring an optimal sale, planning for generational wealth, or positioning clients for future opportunities. His role goes beyond technical expertise; he is a trusted sounding board, helping entrepreneurs move forward with clarity and confidence.

As a Co-Founding Partner of The Pacific Group, Robert “Bob” Rosenstock, leads with vision and intention, ensuring that every decision reflects a steadfast commitment to financial stewardship and long-term prosperity for our clients.

Bob’s work extends beyond numbers. It is about people. He thrives at the intersection of strategy and humanity, working closely with entrepreneurs, founders, and high-net-worth families. His role is not just to manage wealth but to help clients navigate life’s pivotal moments, including liquidity events, wealth transitions, and inheritance planning.

Bob’s approach is deeply personal, shaped by experience, and driven by the belief that financial success is most meaningful when it serves a greater purpose. He does not just provide investment expertise. He offers clarity, stability, and collaboration, guiding clients with confidence through every stage of their financial journey.

Stan King’s legacy is built on leadership, service, and a commitment to empowering others. A Beverly Hills native and UCLA athlete, he competed alongside Rafer Johnson before serving as a U.S. Army Captain, experiences that shaped his disciplined, results-driven approach.

For over 65 years, Stan has excelled in finance. His philosophy is simple: wealth isn’t just numbers; it’s about creating opportunity and lasting impact.

Beyond finance, Stan has spent decades serving his community. Honored as Man of the Year by the Jewish Free Loan Association, he has worked with California Special Olympics, the Friars Club, UCLA Bruin Hoopsters, and the Arthritis Foundation. A track coach for over 20 years and an All-American Masters sprinter, he lives by the values of discipline, mentorship, and continuous growth.

Andrea serves as the Senior Client Service Associate, she ensures the team functions efficiently and effectively. Known for her proactive and organized approach, Andrea has a unique ability to create a seamless and welcoming client experience.

Highly regarded for her patience, attentive listening, and meticulous attention to detail, Andrea brings deep expertise in compliance and operations. She manages team procedures related to account openings, wire and securities transfers, account reconciliation, and a wide range of daily tasks that strengthen client relationships.

Clarice is a Client Service Associate who plays a key role in supporting the team’s business administration and managing client records. She ensures that all necessary documents are organized, accurate, and up to date, enabling the team to operate efficiently.

Dedicated to fostering strong relationships, Clarice brings an enthusiastic and proactive approach to her work. Her commitment to excellence and personalized care is evident in her ability to consistently meet and exceed expectations. With a talent for adapting to the ever-evolving financial landscape, Clarice is an invaluable asset, delivering exceptional support and contributing to a seamless client experience.