Litchfield, CT Office

Mark Terna is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

James Comerford is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2009, following a decade at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs and advisory services, including both discretionary and non-discretionary management with a focus on strategic and tactical asset allocation, manager selection, and customized consulting and retirement solutions.

Paul Casali is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Fahnestock & Co., Inc. throughout his career. Casali serves as a trustee for several family and charitable trusts and is a member of the board of directors and house chair at Torrington Country Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs that include discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable proportion of assets managed on a non-discretionary basis.