NEW YORK, Sept. 5, 2019 /PRNewswire/ -- Oppenheimer &
Co. Inc. ("Oppenheimer") – a leading investment bank, wealth
manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) –
today announced that six Financial Advisors in the Firm's Private
Client Division appeared on the Forbes Best-In-State Next-Gen
Wealth Advisor rankings, developed by SHOOK Research.
In July, Forbes released the Top 250 Next-Gen Wealth
Advisors ranking, which included Chris
Lazos and Justin Gelbman. The
Best-In-State Next-Gen Wealth Advisor includes 1,000 advisors
representing the future of the wealth management industry.
Advisors included on this prestigious list include:
- Joshua Hayes, Chicago, IL
- Andrew Lerner, Boca Raton, FL
- Logan Shalmi, Boca Raton, FL
- Daniel Waskiewicz, Frankenmuth, MI
"I'm proud to see six Oppenheimer Financial Advisors receive
this honorable designation," said Ed
Harrington, Head of the Private Client Division. "As we
enter a new era in wealth management, how we cultivate the next
generation of talent is extremely important to us. These
individuals exemplify Oppenheimer's values and their dedication to
serving clients' evolving needs is admirable. We look forward to
supporting their continued success and celebrating their
contributions to our firm's future growth."
The list, which features the top 1,000 future leaders in the
wealth management industry by state, is based on an algorithm of
qualitative and quantitative data, rating thousands of individuals
with a minimum of four years relevant experience and acceptable
compliance records. The company conducts qualitative due diligence,
which examines best practices such as client service models,
investing process, business types, via telephone and in-person
interviews.
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.
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SOURCE Oppenheimer & Co. Inc.