Scott Hertzog is a financial advisor at Oppenheimer with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer, he worked at Ameriprise Financial Services and was involved with Tuthilltown Spirits LLC for four years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Matthew Costa is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2004. 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, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jonathan Moulton is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. In addition to his advisory role, he is the president and secretary of GNM Holding, Inc., a corporation he inherited. 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 broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment approaches.

Paul Nathe is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a variety of programs that include strategic and tactical asset allocation, manager selection, and consulting services on both discretionary and non-discretionary bases.

Joseph Steffy III is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co., Inc. since 1992. Outside of his advisory role, he serves as president of Day Realty Corp., a real estate investment company. 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 including asset management, consulting, and retirement services, provided on both discretionary and non-discretionary bases.