Director - Investments
My primary role as an Oppenheimer & Co. Inc. Financial Advisor is to build a professional relationship with you by listening to your objectives, expectations and concerns and crafting investment strategies designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time as your life evolves and the financial markets change. In creating this strategy, I draw upon the resources of an investment boutique with a tradition dating from the early nineteenth century.
At the heart of that tradition and of my own business are integrity, hard work and personal service. I have over sixteen years of experience offering investment advisory and wealth management services to a broad range of individuals, families and businesses. Because I understand that no two individuals or businesses are alike, my service begins by understanding your circumstances, then assisting you to choose from an array of customized solutions that I consider suitable for your needs, and reassessing and rebalancing as circumstances warrant.
Feel free to contact me so that we may speak about your financial future and the opportunities I might be able to provide.