Donna Goldman’s professional experience as well as her volunteer activities assists her in guiding her clients, especially female clients, in organizing their finances and striving to build a more secure future for themselves and their families. By combining objective advice and years of experience, she helps her clients approach their day-to-day investment concerns as well as financial strategies for life transitions such as job loss, divorce, widowhood, retirement and family needs.

She and her husband, Howard Hirsch, also a Senior Director – Investments, here at Oppenheimer, built successful careers at the firms of Prudential Securities and Smith Barney before they moved to the boutique firm of Oppenheimer in Spring 2009. They were drawn to the firm by its entrepreneurial culture and its emphasis on high-touch client service, which forms an integral part of their financial practice.

Since 1983, Donna has focused on fixed income, retirement and estate planning strategies, professional managed money consulting and philanthropic services. She has been a frequent speaker at money management seminars such as the Women’s Bar Association, Parents Without Partners, Women’s National Basketball Association (WNBA and individual teams), B’nai B’rith, Public Library Systems, the Women’s Sports Foundation, the NCAAW and the New York Chapter American College of Physicians. Her skills as well as her participation in these seminars have resulted in past quotes in publications such as The New York Times, Working Woman, The New York Daily News, The Westchester County Business Journal and The Lewisboro Ledger.

Donna graduated from Binghamton University (State University of New York at Binghamton) with a B.A. in psychology and a Certificate in Human Services. Subsequently, she earned her Certified Financial Planner designation by the Certified Financial Board of Standards Inc. from Adelphi University. Due to her passion for philanthropic activities and sports, Donna enjoys working with organizations like the Greyston Foundation, the Westchester Fund for Women & Girls within the Westchester Community Foundation, Hope’s Door (formerly, the Northern Westchester Shelter) and the GO-RED Women’s Campaign for Heart Health. When time allows, she is also a member of the Association of Development Officers (ADO) and Women in Sports & Entertainment (WISE). In 2010 and 2011, Westchester Magazine selected Howard and Donna as Five-Star Wealth managers chosen for “Best in Client Satisfaction Overall.”

Donna, her husband and their son and daughter reside in Somers, NY.

Howard Hirsch began his career on Wall Street on the first day of the Crash of 1987. The events of that time gave him the focus for his entire career: helping clients understand and invest with an awareness of equity market cycles. In addition, his knowledge of day-to-day fluctuations in a number of markets led to appearances as a guest speaker on a Tri-State area financial radio show and being quoted on investment matters in Gannett Publications’ Journal News. In 2010 and 2011, Westchester Magazine selected Howard as a Five Star Wealth Manager chosen for “Best in Client Satisfaction Overall.”

Howard works as a Senior Director – Investments at Oppenheimer & Co. Inc. in association with his wife, Donna Goldman, CFP®, also a Senior Director – Investments. They joined the firm in Spring 2009, drawn by its entrepreneurial culture, objectivity and emphasis on high-touch client service, which has always been an integral part of their financial practice. Their joint client base is diverse, including high-net-worth individuals and families, as well as corporate and not-for-profit institutions. Previously, Howard had built a successful career at Prudential Securities and Smith Barney.

He is a graduate of the University of Maryland. Over the last fifteen years, he has spent his leisure time coaching his own children’s sports teams as well as children’s basketball and baseball for town and travel teams in Somers, New York. From time to time, he also works winter practice for the High School Baseball Program. He has a passion for golf and therefore also volunteers for the PGA Senior Tour. In the past, he worked with the Jewish Guild for the Blind and the Special Olympics.