Meet The Team

Steven Goldenberg

Executive Director- Investments

Phone: (415) 438-3008
Fax: (415) 438-2912

Steve.Goldenberg@opco.com

is licensed in the following state(s)*:
AK, AZ, CA, CO, FL, HI, ID, MA, ME, MI, NJ, NM, NV, NY, OK, OR, TX, UT, WA

Steve Goldenberg is an Executive DirectorInvestments in the Private Client Division of Oppenheimer & Co. Inc.  He also is a Portfolio Manager in the Oppenheimer’s OMEGA program. Steve concentrates on strategic asset allocation for individuals and corporations with an emphasis on portfolio preservation.  His clients include public corporations, start-up companies, non-profits, endowments, foundations and high net worth individuals and families.

 

Steve joined Oppenheimer & Co. Inc. in 1996 after spending five years at Smith Barney in their Sand Hill Road office.  Before joining the investment world, he ran treasury departments for two publicly held companies: MicroPro International and Software Publishing Corporation. 

 

Steve received the designation Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies. He holds a Bachelors in Business from Menlo College, a Masters in Business from the College of Notre Dame, and coursework at Stanford University.

 

In his free time, Steve is active in several charities, is an avid equestrian and skier.  He resides in the Silicon Valley.

CA Insurance # 0H60978


 




The Omega Group is a program through Oppenheimer & Co., Inc. It offers a managed money program in which experienced Financial Advisors act as portfolio managers for their clients.

 

Mitchell Hickey

Associate Financial Advisor

Phone: (415) 438-3044
Fax: (415) 438-2900

mitchell.hickey@opco.com

is licensed in the following state(s)*:
AK, AZ, CA, CO, DE, FL, HI, ID, IL, IN, MA, ME, MI, MN, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, VT, WA, WY