Karen Dalmau is a financial advisor at Oppenheimer with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Morgan Stanley, and UBS. Outside of her advisory role, she manages a studio rental property in Ventura, California. 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’s investment approach varies by program and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

Michael Bodnar III is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer & Co since 2006. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple strategies.

Joseph Orsini is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Oppenheimer & Co, having held multiple roles within the firm and other advisory firms since 2015. His career includes experience at Eaglebrook Advisors and Meli Vora Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a variety of advisory programs including discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment approaches tailored to specific programs and advisors, managing over $36 billion in client assets as of the end of 2025.

Paramveer Singh is a CFA® charterholder with 14 years of industry experience. He is currently with Oppenheimer in New York, NY, where he has worked in multiple periods since 2019. His prior experience includes roles at Merrill Lynch and BofA 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 alongside manager selection and various investment strategies.

James Wohrer is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Oppenheimer & Co. Inc., having joined in 2024. Prior to this, he was at Morgan Stanley from 2019 to 2024. His background also includes roles at Uber and Legarza Sports Camps. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs that include portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, covering asset allocation, manager selection, and rebalancing, with a notable emphasis on non-discretionary relationships alongside discretionary management.

Cheng Li is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Oppenheimer since 2020. Prior to joining Oppenheimer, he worked at MSQ Ventures and Russo Partners, and spent seven years at Weill Cornell Medicine. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a distinctive approach that includes both discretionary and non-discretionary management programs.

Brandon Phillips is a financial advisor at Oppenheimer in New York, NY, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to joining Oppenheimer in 2021, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2017 to 2021. 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’s investment approach includes strategic asset allocation, manager selection, and both commission-based and asset-based fee programs.

Tyler Emick is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation. He has recently begun his career in the industry with experience at Oppenheimer and a varied background that includes roles in education and the service sector. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation with both discretionary and non-discretionary management across multiple asset classes.

Christel Good is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Outside of her advisory work, she is a partner and crafter in a weekend craft business called Eclectic Treasures LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies, providing both discretionary and non-discretionary management programs.

Jake Taylor is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Rockefeller & Co. before joining Oppenheimer in 2025. 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, manager selection, and various investment strategies to construct client solutions.

Boban Markovic is a CFA® charterholder with five years of industry experience. He is currently an advisor at Oppenheimer & Co. Inc and has previously worked at Credit Suisse, Atoll Financial Group/BA Securities, the Institute of International Finance, Ankura Consulting, and Zivid Ventures, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs both discretionary and non-discretionary investment approaches with a focus on strategic and tactical asset allocation across multiple asset classes.