Our Team

Brian Fenlin, Director – Investments, joined Oppenheimer & Co. Inc. (“Oppenheimer”) in December, 2013. He co-leads a wealth management team headquartered in Radnor, PA and offers comprehensive wealth management services to founders, members of senior management, and professionals. He helps his clients address challenging scenarios that include experiencing outsized transitional financial events, illiquid assets in private and publically held companies, and concentrated equity positions. In addition, Brian has access to institutional research on hedge funds and mutual funds ranging from $200 million to $100 billion. His team brings over 25 years of cross-disciplined experience and integrated capabilities that go beyond traditional wealth management and result in more comprehensive, tailored strategies. Brian operates with an unwavering commitment to integrity, objectivity and creativity.

Brian began his career in the securities industry in 1997 as an institutional research associate for Spencer Trask Ventures. Over a period of 14 years, Brian focused on hedge fund trading and portfolio management for First New York Securities, Circle T Partners, and Goosehill LLC.

He is a graduate of Hobart College in Geneva, NY, where he earned his B.A. in Environmental Studies. Brian also holds the FINRA (Series 7), (Series 63) and (Series 65) licenses.

Brian lives in Villanova, Pennsylvania with his wife and two children.

Duane Cabrera is a Financial Advisor at Oppenheimer & Co. Inc. (“Oppenheimer”) and co-leads a wealth management team headquartered in Radnor, PA. His clients include founders, members of senior management, and professionals experiencing challenges from outsized financial events, illiquid assets in private and publically-held companies, and concentrated equity positions. His team brings over 25 years of crossdisciplined experience and integrated capabilities that go beyond traditional wealth management and result in more comprehensive, tailored strategies. His clients benefit from the attention and support of a boutique family office housed within a well-established, independent financial services organization. Duane operates with an unwavering commitment to integrity, objectivity and professionalism.

He began his career in the insurance industry in 1989. In 1996, Duane joined Vanguard’s Personal Financial Planning Service, initially working with clients and ultimately managing 150 employees that served 10,000+ clients annually. In 2006, he turned his attention to a small family-owned business, while concurrently creating a unique insurance agency focused on helping seniors with their Medicare Insurance decisions.

Duane is a graduate of Allegheny College in Meadville, Pennsylvania, where he earned his B.A. in Economics. He also holds the General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66). Duane also holds the Certifi ed Financial Planner (CFP)® designation by the Certifi ed Financial Planner Board of Standards Inc., the Chartered Financial Consultant (ChFC)® designation by the American College of Financial Services, and the Chartered Life Underwriter (CLU)® designation by the American College of Financial Services. He is also licensed as an agent for life and health insurance in FL and PA.

Duane lives in Reading, Pennsylvania with his wife and two children.

Sean McAneney is a Financial Wealth Associate at Oppenheimer & Co. Inc. (“Oppenheimer”) and works with a wealth management team located in Radnor, PA. He began his career in financial services in 2015 as a registered representative at New York Life specializing in life, disability and long term care insurance planning for families and small businesses. His team specializes in planning for outsized financial events, illiquid assets in private and publically-held companies, and concentrated equity positions. His team brings over 25 years of experience in comprehensive wealth management. Sean operates with an unwavering commitment to integrity, objectivity and creativity.

Sean graduated from Temple University with a B.S. in Finance and Risk Management & Insurance from the Fox School of Business. He holds the Series 6, 7, 63, & 65 licenses and is registered in CA, CT, FL, NC, NY, NJ, PA, & TX. He also holds a life and health insurance license in PA & NJ. Sean is actively involved in his community through volunteering in two local organizations; Philabundance & Special Olympics of Pennsylvania. Sean currently resides in Philadelphia, Pennsylvania.