Who We Are

The Gilchrist Group of Oppenheimer & Co. Inc., established in 1981, provides financial services solutions through 4 key verticals: corporate services, multi-family office, asset management, and alliances.

The team’s Corporate Services are focused on the following services: corporate cash management, retirement plans (such as 401ks), stock option exercises, rule 10b5-1 plans, lending programs, hedging strategies, Rule 144 Transactions, Stock Buy-Backs, and introductions to Oppenheimer’s investment banking department.

Our Multi-Family provides wealth management solutions to high net worth and ultra-high net worth individuals and families. Our services include pre/post liquidity planning, financial planning, portfolio management, tax-loss harvesting, insurance, estate planning, legacy planning, and advisor coordination with accountants, attorneys, etc.

The asset management team constructs a number of discretionary investment strategies through Oppenheimer’s OMEGA Portfolio Management Program. Portfolio manager Joan Gilchrist manages a Global Equity Portfolio, Multi-Strategy Portfolio, and a Corporate Cash Management portfolio. We also utilize options strategies, alternative investments for qualified investors, and individual security purchases.

Within Oppenheimer’s Professionals Alliance Group, our program supports select third party CPA firms and other professional firms in expanding their existing business by providing financial services to their clients and further deepening their role as the Trusted Advisor.

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.

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