Patricia Thompson is a financial advisor at Oppenheimer with 43 years of industry experience. She holds Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1999. Outside of her advisory role, she serves as a Norwex consultant, primarily assisting nonprofit organizations with fundraising efforts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment strategies tailored to client objectives.

Scott Sobol is a financial advisor at Oppenheimer with 26 years of industry experience. He has been with Fahnestock & Co. Inc. since 2000. Sobol serves as co-trustee of the Michael R & Susan J. Sobol Irrevocable Trust and is treasurer of the Cambridge Park HOA, where he monitors expenditures and advises on fund availability without direct access to funds. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment vehicles, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Terance Bertrand is a financial advisor with Oppenheimer, holding Series 65 and Series 66 designations and bringing 22 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

Cheryl Allan is a financial advisor at Oppenheimer with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fahnestock & Co., Inc. since 1999. Cheryl also serves as a co-trustee on a family trust, assisting with administrative tasks outside of her advisory role. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.