Red Bank, NJ Office

Herbert Thornton is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, and retirement services.

Ralph Primavera is a financial advisor with Oppenheimer, holding a Series 63 designation and bringing 57 years of industry experience. He has been with Oppenheimer since 2016. 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 advisor, incorporating strategic and tactical asset allocation and manager selection across multiple asset classes.

Thomas Glynn is a financial advisor at Oppenheimer with 40 years of industry experience. He has been with Oppenheimer since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as an alternate member of the Allenhurst, NJ Planning Board. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic asset allocation and manager selection across various investment vehicles, with a combination of discretionary and non-discretionary account management.

Kevin Willett is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions, with an emphasis on both discretionary and non-discretionary management.

Craig Jantz is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2023, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, providing both discretionary and non-discretionary management programs.

Christopher Oconnor is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside multiple investment management programs.

Matthew Watson is a financial advisor with Oppenheimer and Co. Inc, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Specific Solutions and Fulton Financial Corporation, where he worked from 2009 to 2017. Watson has been with Oppenheimer since 2017. Oppenheimer serves a diverse client base, including high-net-worth individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and rebalancing.

Albert Napolitano is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Fahnestock & Co., Inc. since 1997. Outside of his advisory role, he serves as co-executor for an estate, managing investment liquidations several hours per week. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with client accounts reviewed regularly and cash balances swept into its Advantage Bank Deposit Program.

Christopher Padula is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer & Co. Inc since 2012. Outside of his advisory role, he delivers food for DoorDash using his own car. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and provides both discretionary and non-discretionary investment management programs.

Joslain Joseph is a financial advisor at Oppenheimer & Co. Inc. with 19 years of industry experience and holds a Series 66 designation. He has been with Oppenheimer since 2016. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Daniel Nicolas is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Oppenheimer since 2019, following roles at Mass Mutual Investors Services and MetLife Securities Inc. earlier in his career. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with investment management, consulting, and retirement planning, employing strategic and tactical asset allocation across various investment vehicles.

Christopher Estevez is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Oppenheimer. He previously worked at City National Bank and RBC Capital Markets LLC. 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 asset allocation, manager selection, and various investment vehicles to meet client objectives.

Mitchell Reback is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2012. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans with a range of advisory programs and services, including both discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, employing strategic and tactical asset allocation across multiple asset classes.