Thomas Avazian is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill, where he spent 31 years. 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, employing both discretionary and non-discretionary strategies.

Steven Egan is a financial advisor with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior work includes five years at CIBC World Markets Corp. and over two decades with Fahnestock & Co. Inc. before its integration with Oppenheimer. 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 wide range of programs including asset management, consulting, and retirement services with a focus on both discretionary and non-discretionary engagements.

Eric Rosenberg is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked at Oppenheimer since 2013, following prior roles at RBC Capital Markets and J. B. Hanauer & Co. 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 across equity, balanced, and fixed-income portfolios, with a notable focus on both discretionary and non-discretionary management, and retains custody of client assets.

Alan Schnall is a financial advisor at Oppenheimer with 39 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Oppenheimer since 2007. 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 that include strategic and tactical asset allocation, manager selection, and consulting on a discretionary and non-discretionary basis.

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at Rosemark Advisors for four years and has experience outside the financial industry, including roles at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and advisory programs across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services and maintains custody of client assets while operating broker-dealer and advisory businesses.

Timothy Vega is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Fahnestock & Co. Inc. for 28 years. 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 variety of programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Gregory Miller is a financial advisor at Oppenheimer with 44 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. 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 variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Lawrence Yerkees is a financial advisor at Oppenheimer with 42 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 1992. Outside of his advisory work, he serves as a trustee for a family 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 and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory approaches.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.

Bill Friedrich is a financial advisor at Oppenheimer with 27 years of industry experience. He has held a position at Fahnestock & Co. Inc. since 2003. Friedrich holds Series 63 and Series 65 designations. 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 range of programs covering equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Shippen Royer is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2018. Prior to that, he was involved with Phyxius Arbitrage Fund LP and held roles at Bank of America 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 wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Christopher Twomey is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2007. Twomey serves as a co-trustee for several family trust accounts and holds a corporator role at Winchester Savings Bank, attending annual meetings as part of his duties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary management and custody of client assets.

David Lazarus is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations. He has worked at Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 1997 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 broad range of advisory and financial planning services, managing portfolios across equity, balanced, and fixed-income strategies using discretionary and non-discretionary approaches.

Jose De Villasante is a financial advisor with Oppenheimer in Houston, TX, holding the Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and UBS. De Villasante has been with Oppenheimer since 2019. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Michael Mccarthy Sr. is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc. since 2003, following a one-year tenure at CIBC World Markets Corp. prior to that. 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 across equity, balanced, and fixed-income portfolios, combining strategic and tactical asset allocation with manager selection and periodic portfolio reviews.

Richard Holland is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003, previously working five years at Cibc World Markets Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Ralph Disomma is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017, following roles at Raymond James & Associates and Morgan Stanley. 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 and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

James Johnson is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 63 designation and has been with Oppenheimer since 2013. 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.

Marcos Chevallier Boutell is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2014, following five years at Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs with both discretionary and non-discretionary strategies, covering equity, balanced, and fixed-income portfolios.

Matthew Murphy is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer that serves 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 strategic and tactical asset allocation across equity, balanced, and fixed-income portfolios.