New York, NY 3rd Avenue Office

Marc Fine is a financial advisor at Oppenheimer in New York, NY, with 36 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of the Julianna Fine Trust. 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 investment programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Matthew Mcguirk is a financial advisor at Oppenheimer with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2020, he worked at Morgan Stanley Private Bank from 2016 to 2020. 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 range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jacquelyn Davis is a CFP® with nine years of industry experience, serving as a financial advisor at Oppenheimer since 2015. She holds a Series 66 license and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Pablo Pico is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 66 and Series 63 licenses and worked previously at JPMorgan Chase Bank and J.P. Morgan Securities for 14 years. Outside of his advisory role, he is involved in a social media platform where his son uploads videos about soccer and life events. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs that include equity, balanced, and fixed-income portfolios, as well as consulting and retirement services.

Dennis Baum is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Baum serves as a board member for Selfhelp Community Services and the Leo Baeck Institute and acts as co-trustee for multiple family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Morgan Newman is a CFP®-designated financial advisor with Oppenheimer in New York, NY, bringing 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Oppenheimer in 2020. Outside of his advisory role, he participates in Co-Lab, a nonprofit networking organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory services.

Kumar Pindiprolu is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer & Co., Inc. since 2003. Pindiprolu is involved in charitable activities through the Knights of York, helping to plan and raise funds for underprivileged children via annual events. He also serves as a trustee for several family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, managing portfolios through strategic asset allocation and manager selection, with both discretionary and non-discretionary approaches.

James Lowe is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, he spent four years at the University of Louisville. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Louis Miranda is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of programs and advisory services, including strategic and tactical asset allocation, manager selection, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Joseph Salerno is a Series 66-licensed financial advisor with Oppenheimer in New York, NY. He has one year of industry experience and previously worked at FOX Sports and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs with a range of advisory and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Jerry Wolf is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fahnestock & Co. Inc. for over two decades. Outside of his advisory role, he coaches a high school rugby program at Fordham Prep School two days a week. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Christopher Lazos is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee of a living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Uri Kaufthal is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 license with 15 years of industry experience. He has been with Oppenheimer since 2010. Outside of his advisory role, he serves as a trustee and officer for several family trusts and a family foundation involved in charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Fred Seid is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Prior to joining Oppenheimer, he worked at Merrill for nine years. He resides in New York, NY. Outside of his advisory role, he is the trustee of a personal revocable trust and co-owns a dormant LLC with his wife that holds a personal apartment in Aruba. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Nicholas Hall is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and previously worked at Maxim Group LLC and Maxim Financial Advisors for a combined 15 years. He is based in New York, NY. 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 range of programs including asset management, consulting, and retirement services, with advisory strategies that encompass equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.