Our Team

Gavin Natelli, with 30 years of experience in the financial industry and eight years at Oppenheimer, is the cornerstone of The Natelli Private Client Group. Gavin has served in both good markets and some of the harshest economic conditions that have ever occurred. Using this experience to his advantage, Gavin recommends diverse models for clients based on their needs, resources, and risk tolerance. He develops customized, tailor-made client portfolios with his experience and knowledge of individual stocks, ETF’s, various option strategies, fixed income, etc.

Gavin provides independent financial insights utilizing a full variety of traditional and non-traditional products and strategies, and with his staff, can be relied upon for comprehensive and responsive client service.

Gavin graduated with a B.S. in Business Management from Saint Peters College, and holds FINRA Series 7, 63, and 65 registrations. He is also licensed as an agent for life insurance and variable annuities in the state of New Jersey. In his spare time he enjoys golfing, cooking Italian food, watching the New York Yankees, and spending time with friends and family

Barron works with his father and brother as part of The Natelli Private Client Group of Oppenheimer & Co. Inc., in the Florham Park, NJ office. While he prides himself on providing exceptional personal client service, he also benefits from the interactions provided by his Group. His father, a veteran of over 30 years in the financial industry, provides mentorship and institutional memory, while Barron works hard to expand and build the franchise with his brother Julian.

As part of a generational group, the Natelli’s can draw on their combined experience to assist different generations for the financial futures they envision. Barron’s role on the team is providing comprehensive wealth management services including investment guidance, asset management, estate and trust planning strategies, philanthropic gifting and wealth transfer strategies.

When working with current and prospective clients, Barron focuses on their risk tolerance, time horizon, and liquidity needs. His goal is to develop tailor-made strategies for clients that he monitors and re-adjusts as necessary. He also deals with individual stock positions, suggested with the Group’s analysis.

Barron joined the firm in 2018, after earning his B.A. Degree in Applied Economics with a finance concentration and a minor in management from Ursinus College in Pennsylvania. He holds the FINRA Series 7, 63 and 66 registrations. Barron enjoys golfing, hiking, attending New York Jets games, and spending time with family and friends and cat Ari.

Julian officially joined his brother and father in 2022 after interning for the group since the summer of 2018. Julian focuses on the group’s research, alternative investments for qualified investors, overseeing 401(k) plans, working on prospective clients, as well as working with group clients on portfolios and strategies that best fit each individual client’s goals.

Knowing that he had always wanted to follow in his father and brother’s footsteps, Julian has made sure to utilize both Gavin and Barron’s knowledge to be a strong third member of The Natelli Group.

Graduating from Ramapo College in May 2022 with a business degree in Finance, Julian was the President (2021-2022) & Vice President (2020-2021) of the RoadRunner Financial Group; a student-managed investment fund. Julian was a 4 year Investment Committee member, the first person in the group’s history to have that privilege.

Outside of work Julian enjoys golfing, skiing, and spending time with his family and friends.

Julian holds the FINRA Series 7, 63, and 65 registrations along with a Sports & Entertainment Accredited Wealth Management Advisor designation. He is also licensed as an insurance agent for Life in multiple states.