buildings

Who We Are

The Sharpe Group of Oppenheimer & Co. Inc. offers a collaborative and personalized planning process to establish the foundation of your individualized financial strategy and aspirations. We specialize in serving high net worth families, individuals, and corporate entities by providing comprehensive wealth management services to achieve long-term financial success.

We are passionate about creating deep connections with our clients and grasping their fundamental wealth objectives. By merging our approach with Oppenheimer’s extensive resources, we craft tailored strategies for each unique relationship. Our team leverages our diverse set of skills to guide you in navigating both life and market changes when they arise. Through ongoing due diligence and performance reporting, we advocate for adjustments when necessary to propel portfolios toward your long-term goals.

The Princeton Sharpe Group Team Photo
The Sharpe Group Awards

Awards & Recognitions

The Sharpe Group

LAWRENCE RUBINSTEIN

2024, 2025
New Jersey Monthly
Five-Star Wealth Manager

2018, 2019, 2021, 2022. 2023, 2024 & 2025
Best-In-State Wealth Advisors
Forbes Shook Research

2017
Top 100 Branch Managers
OnWallStreet

JUSTIN GELBMAN, CFP®

2022
Top 40 Regional Advisors Under 40
Financial Planning

2018, 2019, 2021 & 2025
Best-In-State Wealth Advisors
Forbes Shook Research

2017, 2018, 2019, 2020, & 2021

Top 500 Next Generation Wealth Advisors
Forbes Shook Research

 

*The Regional Advisors Under 40 ranking is based on production only of those advisors who were nominated for inclusion to the OnWallStreet annual list.

**The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affi liated with Forbes or R.J. Shook Research.

Summer Event at Transparent Clinch Gallery

Thank you to everyone who attended The Sharpe Group’s event at the Transparent Clinch Gallery in Asbury Park. 

With the COVID-19 pandemic taking the world by storm for the past two years, we are thankful that our clients were able to join us for a remarkable evening. We could have not asked for a more extraordinary venue, gallery, and performance by Oppenheimer’s own, Exile on Broad Street.

John Stolzfus, vocals and guitar, Chief Market Strategist; Sam Mann, vocals and bass, Marketing; Diana Surr, vocals, Investment Banking; and Jack McGuire, drums, Legal.

Princeton group summer event

Recent Insights

Additional Team Members

The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.

  • John Stoltzfus

    John Stoltzfus

    Chief Investment Strategist
  • Anusha Rodriguez

    Anusha Rodriguez

    Head of Alternative Investments
  • Hunt Worth

    Hunt Worth

    President Oppenheimer Trust Co. Delaware
  • Christopher Barsky

    Christopher Barsky

    Head of the Oppenheimer Asset Management Consulting Group
  • Joann Dobson

    Joann Dobson

    President of Oppenheimer Life Agency, Ltd.
  • Peter Cadaret

    Peter Cadaret

    Head of Sales and Marketing for Oppenheimer Asset Management

Additional Locations

Boca Raton

Boca Raton Location

999 Yamato Rd
Suite 300
Boca Raton, FL, 33431