Edward Boll is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Guggenheim Securities, LLC, SRT Securities LLC, and serves as Non-Executive Chairman of EAB Investment Group, where he has been involved since 2011. Boll is also a passive partner in Easterly EAB Risk Solutions LLC, an asset management firm focused on institutional accounts. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, with a mix of strategic and tactical asset allocation, and manages approximately $36.7 billion in assets under management as of the end of 2025.

Anthony D'ascoli is a financial advisor with Oppenheimer, holding a Series 66 designation and 25 years of industry experience. He has been with Oppenheimer since 2013. Outside of his advisory role, he serves as president of A.R.D. Enterprises, a real estate holding company. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with a distinctive mix of discretionary and non-discretionary management programs.