North Palm Beach, FL Office

Scott Shulman is a financial advisor at Oppenheimer with 43 years of industry experience. He has held positions at Oppenheimer since 2011, and previously worked at RBC Capital Markets and Ferris, Baker Watts, LLC. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as trustee of a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

Daniel Dileo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Oppenheimer since 2007. 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, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Charles Wallace is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Raymond James & Associates. He serves as trustee for an irrevocable living trust currently in the process of liquidation. 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 advisory programs and services using both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Peter Venzara is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2008, following nearly a decade and a year at Morgan Stanley entities. Outside of his advisory role, he serves as a notary public providing assistance to individuals outside of Oppenheimer without compensation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and other entities. The firm offers a range of programs and investment services, managing both discretionary and non-discretionary assets across equity, balanced, and fixed-income portfolios.

Federico Barreto is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley Private Bank, UBS Financial Services, and Merrill prior to joining Oppenheimer in 2023. Outside of advising, he manages a living trust. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment programs including discretionary and non-discretionary advisory services. The firm offers equity, balanced, and fixed-income portfolio management alongside consulting and retirement services.

Sean Sill is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His work history includes positions at Raymond James Financial Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, Banc of America Investment Services, and Quick & Reilly. He has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and consulting services with both discretionary and non-discretionary management, combining strategic asset allocation, manager selection, and ongoing portfolio reviews.

Robert Mccabe is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Citigroup Global Markets. He serves as a board member of the Homeowner's Association at Halcyon of Palm Beach. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs that include discretionary and non-discretionary portfolio management, strategic asset allocation, and financial planning.

Steven Schultz is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Oppenheimer since 2005 and previously spent three years at Merrill. 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 both discretionary and non-discretionary advisory approaches.

Mark Bogert is a financial advisor with Oppenheimer who holds a Series 66 designation and has 37 years of industry experience. His career includes tenure at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, Merrill, and Charles Schwab. He is based in North Palm Beach, Florida. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios managed through strategic and tactical asset allocation, as well as consulting and retirement services delivered on discretionary and non-discretionary bases.

Richard Ribek is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services, Lipari Ribek Group, Morgan Stanley, and Citigroup Global Markets. He is based in North Palm Beach, Florida. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, employing both discretionary and non-discretionary approaches, with a notable emphasis on non-discretionary asset management and custody of client assets.

Michael Holahan is a financial advisor with Oppenheimer in North Palm Beach, FL. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at VP Distributors LLC, Virtus Investment Partners, and Fidelity Investments. 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 services, including asset management, financial planning, and retirement consulting, delivered through both discretionary and non-discretionary accounts.

Diana Rudwilleit is a financial advisor at Oppenheimer with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2015. 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 across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.