New York, NY Third Avenue Office

Benjamin Davis is a financial advisor at Oppenheimer with 36 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2002. Outside of his advisory role, he participates in a grilling business called Gotham Burger Social Club, hosting pop-up events several times per quarter. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios spanning equities, balanced, and fixed income, managed through both discretionary and non-discretionary approaches.

Ramon Valet Jr. is a financial advisor with Oppenheimer in New York, holding Series 65 and Series 66 licenses and having 21 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent one year at Merrill. Outside of his advisory role, he serves as the executor of the Pallavi Shah estate, a non-investment-related responsibility involving estate settlement and tax coordination. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, and maintains custody of client assets as a qualified custodian.

Savannah Crowther is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, she worked at Equitable Advisors and has a background in audio-visual production, operating an AV production company on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, and charitable organizations, offering various advisory programs that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

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 is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary advisory solutions.

Eddy Hung is a financial advisor at Oppenheimer with 26 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Oppenheimer and Wells Fargo Clearing during his career. Hung is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and services across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary advisory solutions.

Robert Pelham is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000 and Prudential Securities Incorporated since 1996. 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 wide range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

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. and Prudential Securities Incorporated for extensive periods. Based in New York, NY, his career includes over two decades at these notable firms. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

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 affiliated with Fahnestock & Co. Inc. for 23 years. 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 is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios, with services delivered on both discretionary and non-discretionary bases.

Matthew Steinfeld is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 designations. 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 programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, manager selection, and periodic portfolio reviews.

Thomas Amadio is a financial advisor at Oppenheimer with 31 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Oppenheimer since 2009. In addition to his advisory role, he serves as an arbitrator for NASD Dispute Resolution, participating in arbitration panels resolving disputes between firms, clients, and employees. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad array of investment and consulting services, combining discretionary and non-discretionary approaches with comprehensive portfolio management and client oversight.

Alberto Ottaviani is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.