Paul Babaz is a financial advisor at Oppenheimer with 33 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Babaz serves on the boards of several nonprofit organizations, including the National Rifle Association, Safari Club International, and Shikar Safari Club, focusing on advocacy and wildlife conservation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment management and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary approaches.

David Greenberg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at J.P. Morgan Securities for six years. Greenberg serves on the Stamford Hospital Foundation board, acting as a liaison between the hospital and the local community. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Aren Mito is a Series 66 licensed financial advisor with Oppenheimer in Chicago, IL, where he has worked for 14 years. He has 13 years of industry experience in total. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. 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.

Clara Montanez is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, previously holding positions at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, Montanez serves as a Rotary International Representative to the World Bank and is a member of the finance and audit committees at the Cosmos Club in Washington, DC. 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 wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

George Schwartz Jr. is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013, following over two decades at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Joshua Dillard is a financial advisor at Oppenheimer with Series 66 credentials and three years of industry experience. Prior to joining Oppenheimer, he was involved with Bhramari Brewing Company for eight years and briefly worked at Black Mountain Pizza & Ale House. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services, including asset management, financial planning, and retirement consulting, with both discretionary and non-discretionary account management.

Frances Batista is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has been with Oppenheimer since 2012. Located in Coral Gables, FL, she provides advisory services through the firm’s broad range of programs. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Donna Guerrero is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Oppenheimer since 2009 and previously worked at Stanford Group Company, Wells Fargo Clearing, and Prudential Equity Group, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Rosalia Garcia is a financial advisor at Oppenheimer with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms, including Ameriprise Financial Services and Boustead Securities. Garcia has also been affiliated with Bico Drilling Tools, Inc. during her career. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment programs and advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary arrangements.

Amber Soden is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several major firms including Merrill, Charles Schwab, Fidelity, and Bank of America. Amber is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services across various asset classes, combining discretionary and non-discretionary management approaches.

Joaquin Canto is a financial advisor at Oppenheimer with a Series 63 designation and 38 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Oppenheimer in 2021. 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 discretionary and non-discretionary portfolio management, consulting, and retirement services, with an emphasis on strategic asset allocation, manager selection, and tailored investment policy development.

Kimberly Breslauer is a financial advisor at Oppenheimer with 30 years of industry experience. She has been with Oppenheimer since 2007, following five years at Stephens. She holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, combining discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Zachary Naert is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019, with a brief period at Ground Shark Coffee and time associated with the University of Missouri. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Courtney Mygatt is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2007, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection.

Wayne Zhong is a CFA® charterholder with 22 years of industry experience. He is currently with Oppenheimer in San Francisco, where he has worked since 2022. His prior experience includes roles at J.P. Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and UBS Financial Services. 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 equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Jason Betley is a financial advisor at Oppenheimer with 18 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Morgan Stanley before joining Oppenheimer in 2017. Based in Los Angeles, he has been with his current firm for nine years. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services with both discretionary and non-discretionary account management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Cristian Rubiano is a financial advisor at Oppenheimer with 12 years of industry experience and holds a Series 66 designation. His career includes roles at Bank of America, Merrill, CitiGroup, Morgan Stanley, and J.P. Morgan Securities. Outside of his advisory work, he owns a rental property in Black Mountain, NC, which he also uses as an Airbnb. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and more. The firm offers a broad range of investment programs and advisory services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Ian Bannon is a financial advisor at Oppenheimer with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including J.P. Morgan Securities and Prudential Insurance Company of America. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to client objectives.

Paul Damiba is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent nine years with UBS Financial Services. 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 discretionary and non-discretionary portfolio management, consulting, and retirement services.

Timothy Atyeo is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. 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 broad range of programs and advisory services across various asset classes, utilizing both discretionary and non-discretionary approaches.