NEW YORK, July 23, 2020 /PRNewswire/ -- Oppenheimer &
Co. Inc. ("Oppenheimer") – a leading investment bank, wealth
manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) –
today congratulated five of its financial advisors for their
inclusion on the Forbes / SHOOK list of Top Next-Generation Wealth
Advisors for 2020.
This prestigious recognition spotlights up-and-coming advisors
across the country, representing the future of the industry, who
were nominated by their firms. Advisors were selected and assigned
a rank according to an algorithm of qualitative and quantitative
criteria that included in-person interviews, industry experience,
compliance records, revenue and assets under management. Nominees
for the Forbes ranking, developed by SHOOK Research, must have a
minimum of four years of industry experience.
The Oppenheimer advisors included in the 2020 rankings are:
- Christopher Lazos, of
New York, N.Y.
- Andrew Lerner of Boca Raton, FL
- Logan Shalmi, of Boca Raton, FL
- Justin Gelbman, of Princeton, N.J.
- Joshua Hayes, of Chicago, IL
Ed Harrington, Executive Vice
President of Oppenheimer's Private Client Division, said,
"Oppenheimer is pleased to congratulate these five outstanding
advisors for their well-deserved inclusion on the 2020 Forbes /
SHOOK list of Top Next-Generation Wealth Advisors. Oppenheimer is
firmly committed to supporting the growth of our rising financial
advisors across the country. They are, in a literal sense, the
future of our industry, and our success in serving rising
generations of clients is closely related to their ongoing
development. We are proud to count Chris, Andrew, Logan, Justin and
Joshua as part of our team, and we look forward to continuing to
support them and all of our next-generation advisors in the years
ahead."
Oppenheimer & Co. Inc.
Oppenheimer & Co.
Inc. Oppenheimer & Co. Inc. (Oppenheimer), a principal
subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock
Exchange), and its affiliates provide a full range of wealth
management, securities brokerage and investment banking services to
high net-worth individuals, families, corporate executives, local
governments, businesses and institutions.
Media Contacts:
Joseph
Kuo / Michael Dugan
Haven Tower Group
424 317 4851 or 424 317 4852
jkuo@haventower.com or mdugan@haventower.com
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SOURCE Oppenheimer & Co. Inc.