Get to Know Our Team

David joined Oppenheimer & Co. Inc. in 2004. His focus is on both private and institutional wealth management.

He began his career in 1989 at FBW Investment Management in Washington, D.C. as an analyst and assistant portfolio manager. After that David spent 7 years at Conning Asset Management as an analyst tasked with identifying and evaluating investments in the private placement debt market. Additional responsibilities at Conning included work on a team sub-advising an actively managed equity strategy.

David worked as a portfolio manager at Banc of America Capital Management (BACAP) prior to joining Oppenheimer. He was a member of a team responsible for $4.5B in U.S. mid and large- cap growth equity strategies. The team had specific responsibility for several mutual funds within the Nations Funds family (now Columbia ThreadNeedle Funds) owned by Bank of America as well as managing a similar strategy for a large state pension fund.

David holds a B.A. in English from Tulane University, an M.B.A. from Washington University in St. Louis, and holds the Chartered Financial Analyst designation from the CFA Institute. David is married with two daughters.

Cary Stalnecker focuses his efforts on addressing the needs of investors through seeking to understand why and how a client wants achieve their life’s goals and objectives. He joined Oppenheimer because the firm enables him to leverage his entrepreneurial spirit, and work closely with individual clients and their families without conflicts of interest. Cary’s clients are located across the country, and he brings a diverse business background and financial acumen to assist individuals, families and corporations.

Cary began his career in Investment Banking at Deutsche Bank Securities in Chicago, where he advised global corporations on various strategic alternatives, including mergers, acquisitions, initial public offerings, and financing structures. Subsequently, Cary joined Johnson & Johnson, where he assumed positions of increasing responsibility in global financial planning strategies and investment analysis. He has earned his Master’s degree in Business Administration from the Kelley School of Business at Indiana University, and a General Course Certificate from The London School of Economics. His undergraduate degree was in Economics from the University of Southern California.

Cary actively advises various healthcare startups, and is a passionate supporter of social diversity – participating as a member of several organizations such as The Missouri Botanical Garden’s Young Friends Council. As a former member of the Men’s Varsity Swimming and Track & Field teams at the University of Southern California, Cary enjoys competing in triathlons as a nationally ranked age group athlete. Cary is married with two sons.

Demos joined Oppenheimer in 1992 and currently serves as the Branch Development Manager in addition to his role in advising clients.

Demos has proudly served in the financial service industry from almost 35 years, beginning in 1985 at Dean Witter. He worked at other major firms such as E.F. Hutton (later Shearson Lehman Hutton) and Kemper Securities before finding his home at Oppenheimer. His primary role is advising clients with life decisions and his practice focuses primarily on high net worth clients who are business owners, physicians and families.

Demos graduated from the University of Missouri-St. Louis in 1985 with a Bachelor of Science majoring in Finance with a minor in Economics. He has attained his FINRA Series 7, Series 65 and Series 9 and 10 registrations. He is a Board Member for genH Kids, belongs to Inner Circle, and is a volunteer and member of St. Nicholas Greek Orthodox Church Men’s Group. He is married with two daughters and a son.

Richard has more than 20 years of experience in the financial services industry. Prior to joining Oppenheimer in 2000, he worked for A.G. Edwards & Sons. His focus is on helping individuals plan and invest for and during retirement.

Richard started his career in Public Accounting - advising both business owners and individuals on their financial and tax requirements. Following 6 years in public accounting, Richard held numerous financial roles, ultimately serving as the CFO of a private corporation. Eager to apply the diverse financial knowledge he acquired through years in public accounting and corporate finance, Richard left to join A.G. Edwards.

Richard graduated from University of Missouri with a degree in accounting. He attained the CPA designation after his graduation, along with FINRA Series 7 and 65. He is married with three children and 5 grandchildren.

With over 28 years in the Financial Services Industry, Debbie began her career right out of college. After obtaining her Bachelor’s Degree in Business Administration from Southeast Missouri State, she moved to St. Louis and began working at Prudential Securities in 1991 as a temporary employee. She enjoyed the business and became FINRA Series 7 and 63 registered in 1992. In 1994 she joined Oppenheimer and has worked with Demos since 1997. Her extensive background and knowledge provide her the ability to function successfully in her role coordinating administrative responsibilities and nurturing the long- term client relationships of the group. When time allows, Debbie enjoys spending time with her son and daughter, travelling, reading, music, and of course, Cardinals games.

After 10 years of customer service at Wells Fargo Advisors, LeeAnn was looking for a change and the opportunity to grow in the industry. The experience she gained gave her a solid background to obtain a position as a Client Service Associate with Oppenheimer in November 2013.

LeeAnn’s attention to detail are a definite asset to the team as she navigates her role in handling new accounts, client fund requests, scheduling and overall maintaining the standard with which the group strives to service our clients.

A Collinsville, Illinois native, LeeAnn now resides in O’Fallon, Missouri with her husband and two young sons. Outside of work, she enjoys cooking and traveling. More importantly, she loves spending time with family and friends, especially if it involves being outdoors.