Edward Harrington is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Oppenheimer since 2003. 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 and a variety of investment vehicles to construct client solutions.

Adam Sands is a CFA® charterholder with 15 years of experience in the financial industry. He is currently with Oppenheimer and has previously worked at firms including Lument (ORIX Real Estate Capital), Stifel, and First Empire Securities. Oppenheimer serves a diverse client base including individuals, corporations, pension 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.

Brian Roth is a financial advisor at Oppenheimer with 22 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 66 designations. Roth serves as president of the board of directors for the Fox Co-op where he resides and is a trustee of a family trust. 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.

Thea Vunk is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Her prior work includes roles at Cravath, Swaine & Moore and various positions outside finance, including at Elon University and The Reluctant Panther Inn and Restaurant. Oppenheimer serves a diverse client base, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm utilizes strategic asset allocation and a range of investment strategies, acting as a qualified custodian with a mix of commission-based and consulting-oriented advisory programs.

James Johnson is a financial advisor at Oppenheimer with 23 years of industry experience. He has been with Oppenheimer since 2013 and holds a Series 63 designation. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a range of investment strategies tailored to client objectives.

Erica Eiler is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2010. She holds a Series 63 license and is based in Maplewood, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside manager selection and various investment strategies tailored to client objectives.

Zhihua Yang is a CFA® charterholder and holds a Series 63 license, with 14 years of experience in the financial industry. He has been with Oppenheimer since 2011. 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, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Christian Kosik is a financial advisor at Oppenheimer with 33 years of industry experience. He has held his current position since 2003, following his tenure at Fahnestock & Co., Inc. Kosik holds Series 63 and Series 65 designations. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment vehicles to meet client objectives.

Kjeld Engberg is a financial advisor at Oppenheimer in New York, NY, with 17 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Oppenheimer in 2018, he worked at Deutsche Bank Securities Inc. from 2016 to 2018. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation across equity, balanced, and fixed income strategies, combined with manager selection and periodic rebalancing.

Suraj Kalia is a CFA® charterholder with 21 years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Northland Securities, Inc for seven years. 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 to meet client objectives.

Matthew Hershenhorn is a CFA® charterholder with ten years of industry experience, currently serving as a financial advisor at Oppenheimer & Co. Inc. since 2016. Outside of his advisory work, he is a musician and performs with the band Exile on Broad Street. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation as well as manager selection across multiple asset classes.

Dylan Maziarz is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services, Morgan Stanley, and Gian-Grasso & Tomczak P.C. prior to joining Oppenheimer. Outside of finance, he has experience with DoorDash and has been involved in academic roles at Loyola University of Maryland and St. Joseph's Preparatory School. 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 vehicles to construct client solutions, while also serving as a qualified custodian and providing both discretionary and non-discretionary investment management programs.

Matthew Nirenberg is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. He holds a Series 63 license and is based in Briarcliff Manor, NY. 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, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a distinctive approach that includes acting as a qualified custodian and utilizing commission-based advisory programs.

Connor Cassidy is a financial advisor at Oppenheimer with Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Morgan Stanley, Bank of America, and PNC Financial Services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varying investment approaches across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets as of December 31, 2025.

Luke Adams is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2018. His prior work includes roles at Moriello Pool and Rutgers University. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Madonna Johnson is a financial advisor at Oppenheimer with 33 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Robert W Baird & Co. from 2010 to 2021 before joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to specific programs and advisors and manages approximately $36.7 billion in assets as of the end of 2025.

Lawrence Olson is a CFA® charterholder with 18 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Elizabeth Messina is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Oppenheimer Asset Management and Oppenheimer & Co. Inc. since 2013. Based in New York, NY, she has a longstanding tenure at the firm. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program, incorporating strategic and tactical asset allocation across multiple asset classes, and manages approximately $36.7 billion in assets as of December 31, 2025.

Timothy Horan is a CFA® charterholder with 30 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he is a partner in a private enterprise software company and manages a family trust overseeing conservative investments. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services with an investment approach that incorporates strategic and tactical asset allocation, manager selection, and a variety of investment vehicles tailored to client objectives.

Matthew Kennedy is a CFA® charterholder with 24 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.