Alexander Lanzman is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Lanzman sits on the board of the Israel Independence Fund, meeting periodically outside of trading hours. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services with discretionary and non-discretionary options, managing equity, balanced, and fixed-income portfolios.

Derek Louderbaugh is a financial advisor at Oppenheimer with a Series 66 designation and currently has less than one year of industry experience. Prior to joining Oppenheimer, he worked as a veterinarian and a self-employed beef cattle farmer. 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 including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios on both discretionary and non-discretionary bases.

Susan Pajer is a financial advisor at Oppenheimer with 15 years of industry experience. She has been with Oppenheimer & Co. Inc. since 2013 and previously worked at Wells Fargo Clearing from 2011 to 2013. Pajer holds the Series 66 designation. 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 investment programs and advisory services, including strategic and tactical asset allocation, manager selection, and retirement consulting on both discretionary and non-discretionary bases.

Thomas Shearer is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Goldman, Sachs & Co., Morgan Stanley, The Marquee Group, and ICR, as well as a position outside finance at S.M. Heating & Air Conditioning, Inc. 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, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jeffrey Faunce is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2018, following three years at BCM Wealth Management. Based in Denver, CO, he serves clients through a range of investment advisory services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and employs both discretionary and non-discretionary management approaches across equity, balanced, and fixed-income portfolios.

Zachary Visconti is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at Jacobs Solutions, Fordham University, and the Metropolitan PGA. He was also employed by South Orangetown Central School District for six years. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of advisory programs spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Michael Orourke is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2006, following five years at UBS Financial Services. Outside of his advisory role, Orourke serves as a director for a family-owned hardware business and is on the board of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

David Burke is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2003, following a four-year tenure at CIBC World Markets Corp. Outside of his advisory role, he has involvement in oil and gas exploration through Harris Interest LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, utilizing both discretionary and non-discretionary management approaches tailored to client objectives.

James Ries is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2015. Ries is a co-trustee of a personal family trust established for estate planning purposes. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Yale Saltzman is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Oppenheimer and has worked at Fahnestock & Co. throughout his career since 2002. Outside of his advisory role, Saltzman is a part-owner of a children’s summer camp through a family partnership. 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 investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

John Shelton is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2003, following five years at Piper Sandler & Co. Outside of his advisory work, Shelton volunteers as a tutor for math and science through the Navy Reserve Building Association. 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 broad range of programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Joseph Iovino is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Oppenheimer since 2002. 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, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jeffrey Witt is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Oppenheimer since 2011. His prior experience includes roles at Wachovia Bank, N.A. from 2003 and Merrill from 2000 to 2003. 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 and advisory services that include strategic and tactical asset allocation, manager selection, and consulting on a discretionary and non-discretionary basis.

Owen Rosenblum is a financial advisor at Oppenheimer with 42 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2012, following nine years at Wells Fargo Clearing. 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 investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Chad Allen is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2015. His prior experience includes roles at UBS Financial Services, Banc of America Investment Services, and Citigroup Global Markets. He serves as a trustee for two living trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, employing both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Amanda Adamczyk is a financial advisor with Oppenheimer in New York, NY, holding a Series 63 designation and 13 years of industry experience. She has been with Oppenheimer since 2015 in various roles. 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 investment and consulting services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement planning.

Daren Antley is a financial advisor with Oppenheimer based in Houston, TX, holding Series 63 and Series 65 credentials and offering 33 years of industry experience. He has worked at Fahnestock & Co. Inc. for 23 years, which operates under the Oppenheimer umbrella. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, providing investment management, consulting, and retirement services through both discretionary and non-discretionary programs. The firm combines custody of client assets with broker-dealer and advisory operations and manages a substantial portion of assets on a non-discretionary basis.

Karen Jochimsen is a financial advisor with Oppenheimer in Houston, TX, holding a Series 63 designation and 42 years of industry experience. She worked at Merrill from 1984 to 2008 before joining Oppenheimer in 2009. Jochimsen serves as a trustee for the Jack & Karen Jochimsen Living Trust. 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 services—including asset management, consulting, and retirement planning—delivered through both discretionary and non-discretionary arrangements.

Jean Mondestil is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments, Bank of America, Merrill, and Bank of America, N.A. His current tenure at Oppenheimer began in 2024. 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 advisory services on both discretionary and non-discretionary bases, with a notable portion of assets managed non-discretionarily and maintains custody of client assets as a qualified custodian.

Serafin Aquino is a financial advisor at Oppenheimer with 38 years of industry experience. He has been with Oppenheimer since 2006 and previously worked at Merrill for 11 years. He holds 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 range of investment and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.