Oppenheimer & Co. Inc.'s flagship branch at 666 Third Avenue in New York is a hub for approximately 100 Financial Professionals. With over 30 years of history in the community, this office manages assets exceeding $20 billion for both domestic and international private clients and institutional relationships.
The branch offers a wide range of financial services, including guidance on corporate cash management, futures, corporate stock options, and other executive services, fostering a culture of collaboration and innovation. Affiliated with Oppenheimer Asset Management Inc. and the Investment Banking department, the office emphasizes ongoing interactions to provide clients with a competitive edge.
The branch's commitment to excellence is exemplified by the recent recognition of two of its advisors, Christopher Lazos and David Schoenkin, on the 2022 Forbes|SHOOK Best-In-State Wealth Advisors List. This achievement underscores Oppenheimer & Co. Inc.'s dedication to delivering top-tier financial advisory services to its clientele.
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