Benjamin Davis is a financial advisor at Oppenheimer with 35 years of industry experience. He has held his current role since 2002, previously working at Fahnestock & Co. Inc. Davis holds the Series 63, Series 65, and Series 66 licenses. Outside of finance, he is involved with the Gotham Burger Social Club, grilling burgers at pop-up events several times per year. 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 range of investment vehicles, supporting both discretionary and non-discretionary management approaches.

Ramon Valet Jr. is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2012. Outside of his advisory role, he serves as the executor of the Pallavi Shah estate, managing the settlement and related duties. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm constructs client solutions through strategic asset allocation, manager selection, and various investment strategies, while also acting as a qualified custodian.

Savannah Crowther is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and in various roles in audio-visual production. Outside of her advisory work, she is involved in AV Workshop, an audio-visual production company where she works as an audio engineer on live events. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm uses a variety of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Robert Sheriff is a financial advisor at Oppenheimer with 46 years of industry experience. He holds a Series 63 designation and previously worked for Morgan Stanley Private Bank, National Association for nine years before joining Oppenheimer in 2024. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment strategies, serving clients through both discretionary and non-discretionary accounts.

Eddy Hung is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Hung has been with Oppenheimer since 2021. Oppenheimer serves a diverse 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, manager selection, and various investment strategies tailored to client objectives.

Robert Pelham is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2000 and Prudential Securities Incorporated since 1996. Based in New York, NY, he provides advisory services through his affiliation with Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Frederick Weaver is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. since 2000, as well as Prudential Securities Incorporated since 1996. Based in New York, NY, he has a long tenure in the financial services sector. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment vehicles, while also acting as a qualified custodian and providing commission-based advisory programs.

Jeremy Siegel is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of finance, he is an executive producer and 4% equity owner of a private TV/web show called "Next Generations," based in New York City. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation along with manager selection and a range of investment strategies, and acts as a qualified custodian for client assets.

Matthew Steinfeld is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, retirement services, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to build client portfolios, and acts as a qualified custodian for client assets.

Thomas Amadio is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he serves as an arbitrator for NASD Dispute Resolution, participating in arbitration panels to resolve disputes between member firms, clients, and employees. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management.

Alberto Ottaviani is a financial advisor with Oppenheimer in New York, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches across its programs and maintains approximately $36.7 billion in assets under management.