Ryan Patrie is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and the University of Florida Athletic Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Nelson Kelly is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Suntrust Advisory Services and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Men's Golf Association at High Meadows Country Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Albert Murad is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2016. Outside of his advisory role, he serves as the treasurer of a networking group. Oppenheimer is a registered investment adviser and broker-dealer serving a broad client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Susan Vitkus is a financial advisor at Oppenheimer with 40 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Michael Reagan is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Oppenheimer since 2011 and previously held positions at Raymond James & Associates, Citigroup Global Markets, and Legg Mason Wood Walker. He serves as a volunteer class agent for Xavier University and is a board member of the Portage Point Resort condominium complex. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary portfolio management.

Scott Schneeberger is a CFA® charterholder with 25 years of industry experience. He has worked at Oppenheimer since 2008 and at CIBC since 2006. Schneeberger is based in Darien, CT, and holds a Series 63 license. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Jared Christman is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and eight years of industry experience. He joined Oppenheimer in 2019 after working at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is a minority partner in a small handmade quilt business operated by his wife. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management, combining strategic asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

Austin Cornish is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Oracle Corporation. Cornish has been with Oppenheimer since 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Stephen Heil is a financial advisor with Oppenheimer in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Oppenheimer since 2021, with prior roles at Morgan Stanley, Morgan Stanley Private Bank, LPL Financial, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Christopher Mccann is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co Inc since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios delivered through discretionary and non-discretionary approaches.

Farhad Shaya is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. He has been with Oppenheimer since 2019. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs through a variety of advisory and brokerage programs. The firm offers both discretionary and non-discretionary investment services, including asset allocation, manager selection, consulting, and retirement planning.

Thomas Mccarthy is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. for 38 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Daniel Israelite is a financial advisor at Oppenheimer with 22 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. Outside of his advisory work, he serves on the Board of Directors for Block Club Chicago, an online local news organization, where he provides guidance on nonprofit status. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management tailored to client objectives.

Jodi Madonna is a financial advisor at Oppenheimer with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation along with manager selection and portfolio reviews.

Robert Pelham is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000 and Prudential Securities Incorporated since 1996. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Jena Daake is a financial advisor at Oppenheimer in St. Louis, MO, with 9 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and AT&T. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs with discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Luigi Mazza is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Raymond James, Morgan Stanley, and Citigroup Global Markets. Mazza is based in Coral Gables, FL. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment programs and consulting services. The firm offers both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

E Steinberg is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, he participates in a non-investment professional networking group that meets regularly in the Philadelphia area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation, manager selection, and tailored consulting engagements.

David Feigeles is a financial advisor with Oppenheimer in Melville, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services, including asset management, consulting, and retirement planning, using strategic asset allocation and manager selection on both discretionary and non-discretionary bases.

Kole Schleimer is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2019. In addition to his advisory work, Schleimer has been involved with K&S Solutions LLC and Cleat Shield LLC since 2015 and previously worked at Kean University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.