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, DE, FL, GA, HI, ID, MA, ME, MI, NC, 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 J. 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, MI, MN, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, VT, WA, WY

Mitch Hickey has joined Oppenheimer & Co. Inc. as an Associate Financial Advisor from Northwestern Mutual, where he worked as a Financial Representative since May
2012. As an Intern at Northwestern Mutual, Mitch was ranked in the top 15% based on sales across the country.
 
Mitch works with individuals, families, and business owners focusing on retirement, accumulation, and distribution strategies. His passion comes from helping each client achieve the financial security they so deserve. While working with Managing Director – Investments Dave Carey, CIMA® on enhancing relationships with his high-net-worth client base, Mitch will also design and recommend holistic financial planning strategies. This includes conducting fundamental qualitative research in order to assess risk to
decide whether a particular asset is appropriate for each client’s risk tolerance, and perform fundamental analysis on individual traditional and alternative investments. 
 
Mitch earned his B.B.A. in Financial Management at Sonoma State University. He also holds the Investment Company and Variable Contracts Products Representative Qualification Exam (Series 6), the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Exam (Series 63), and the Uniform Investment Adviser Law Exam (Series 65). He is also licensed as an agent for Life and Health Insurance in the state of California.