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Jared H
Series 66
Warrington, PA
Oppenheimer
Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at JIH Limited Enterprises and MRC Recruitment. 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 and retirement services delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios.
Larry S
Series 63, Series 65
Washington, DC
Oppenheimer
Larry Schwartzman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, Ferris, Baker Watts, LLC, and Citigroup Global Markets. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of investment and advisory programs. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating as a registered investment adviser and broker-dealer.
Suzanne R
CFP®, Series 66
Houston, TX
Oppenheimer
Suzanne Rismiller is a CFP®-credentialed financial advisor with eight years of industry experience. She has worked at Oppenheimer & Co. Inc since 2017 and has prior experience at Grenoble Ecole de Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.
Ryan D
CFP®, Series 63, Series 65
New York, NY
Oppenheimer
Ryan Denault is a financial advisor at Oppenheimer with eight years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2019, he worked at Merrill, Strategic Financial Solutions, and AXA Advisors. Outside of his advisory role, he participates in a business referral networking group. 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 across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.
Jenny C
Series 66
New York, NY
Oppenheimer
Jenny Chan is a Series 66 licensed financial advisor with Oppenheimer in New York, NY, where she has worked since 2004. She has 13 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers various programs and advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.
Jorge E
Series 66
Coral Gables, FL
Oppenheimer
Jorge Etinger is a financial advisor at Oppenheimer with 47 years of industry experience. He has been with Oppenheimer & Co since 1988, accumulating 38 years at the firm. He holds a Series 66 designation. 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 including asset management, consulting, and financial planning, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.
Cynthia S
Series 63, Series 66
Fort Lauderdale, FL
Oppenheimer
Cynthia Speno is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fahnestock & Co. Inc. for 23 years. She serves as a trustee of the Lawrence Moochler 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 wide range of programs, including asset management, consulting, and retirement services, with advisory services that span equity, balanced, and fixed-income portfolios using strategic and tactical approaches.
Christopher P
Series 63, Series 66
Red Bank, NJ
Oppenheimer
Christopher Padula is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer & Co. Inc since 2012. Outside of his advisory role, he delivers food for DoorDash using his own car. 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 periodic reviews.
Luther H
CFP®, Series 63, Series 65
Bellevue, WA
Oppenheimer
Luther Haugan is a CFP® professional at Oppenheimer with 33 years of industry experience. He has worked at Oppenheimer since 2003 and previously spent eight years at CIBC World Markets Corp. Outside of finance, he is involved in underwater photography as a sole proprietor. 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 advisory and consulting services, managing both discretionary and non-discretionary portfolios across equities, balanced, and fixed-income strategies.
Michael G
CFA®, Series 63
Glastonbury, CT
Oppenheimer
Michael Giliberto is a CFA® charterholder with 34 years of industry experience. He has been with Oppenheimer & Co since 2011. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.
George F
CFP®, Series 63, Series 65
Jericho, NY
Oppenheimer
George Fiederlein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2025. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, among other firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs and services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.
Christine T
Series 63, Series 65
Stamford, CT
Oppenheimer
Christine Telesco is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Oppenheimer since 2010, totaling 16 years at the firm. 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 and advisory services, including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.
Micheal C
Series 66
Princeton, NJ
Oppenheimer
Micheal Corcione is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. His career also includes four years at Marist College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers diverse programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.
Alan G
Series 63, Series 65
San Francisco, CA
Oppenheimer
Alan Gibbs 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 2008, following 11 years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving 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 consulting services, managing both discretionary and non-discretionary portfolios across various asset classes.
Kevin B
Series 63, Series 65
Washington, DC
Oppenheimer
Kevin Broderick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2008, following 12 years at Citigroup Global Markets. Outside of finance, he owns Shamrock Lacrosse, LLC, a sports training company that hosts lacrosse camps. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, managing equity, balanced, and fixed-income portfolios through strategic asset allocation and manager selection.
Mandah D
Series 63, Series 66
Coral Gables, FL
Oppenheimer
Mandah Doo is a financial advisor at Oppenheimer with 56 years of industry experience. She has been with Oppenheimer & Co since 1988. She holds Series 63 and Series 66 designations. 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 including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.
Joel B
Series 66
Charlotte, NC
Oppenheimer
Joel Berry II is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and previously worked at Truist Investment Services and Truist Bank. Outside of finance, he serves as a basketball analyst for ESPN/ACC Network, covering college basketball. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, providing equity, balanced, and fixed-income portfolios with strategic asset allocation and customized consulting services.
Donna D
Series 63, Series 65
Dallas, TX
Oppenheimer
Donna Dyke Bajaj is a financial advisor at Oppenheimer with 54 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2005. Her prior experience includes roles at Credit Suisse Securities (USA) LLC and Pershing LLC. 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, using strategic and tactical asset allocation and both discretionary and non-discretionary management.
Nicola B
Series 63, Series 65
New York, NY
Oppenheimer
Nicola Brancato is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer in 2022, he was involved with Project Bullies LLC starting in 2021 and has a background that includes full-time education at Adelphi University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs across various asset classes, delivering both discretionary and non-discretionary services, and maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.
Marc P
Series 63, Series 65
Florham Park, NJ
Oppenheimer
Marc Petrognani is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Outside of his advisory role, he is involved in his family business as a part-owner and executive of Hunter Industrial Corporation and Lastec Industrial Corp., and serves on the Tewksbury Township Community Safety Subcommittee. 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 and consulting services, including discretionary and non-discretionary portfolio management, with a notable share of its advisory assets managed on a non-discretionary basis.
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