NEW YORK, Aug. 6, 2019 /PRNewswire/ -- Oppenheimer &
Co. Inc. ("Oppenheimer") – a leading investment bank, wealth
manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) –
today announced that Justin Gelbman
of The Princeton Sharpe Group appeared on the Forbes Top 250
Next-Gen Wealth Advisors ranking, developed by SHOOK Research.
"We're entering a new era in the wealth management industry that
will require firms to address the shifting demographic trends we
see ahead of us, and cultivating the next generation of talent is
incredibly important to Oppenheimer," said Ed Harrington, Head of the Private Client
Division. "Justin is paving the way for future Financial Advisors
with his commitment to providing his clients with exceptional
service. We're excited to continue to watch him grow and serve as a
role model for his fellow advisors."
Gelbman focuses on developing multigenerational client
relationships to truly understand his clients' needs. He helps
clients manage income throughout their lives, creating strategies
that help ensure clients do not outlive their income in retirement.
This is his third year appearing on the list, and he has appeared
on other distinguished rankings including On Wall Street's Top
Producers Under 40.
Gelbman said, "Appearing on the Forbes list for the Top 250
Next-Gen Wealth Advisors ranking for a third consecutive year is
truly an honor and testament to the deep client relationships my
team and I have developed over the past decade. We focus not only
on traditional investments but on our clients' lives and making
sure we help create a meaningful impact." He added, "We live in an
interesting time for wealth management. With changes in generations
and private businesses being sold, we continue to work with our
clients and business owners, to help them with the sale of
businesses, and addressing preservation and growth of their capital
for future generations to come."
The list, which features the top 250 future leaders in the
wealth management industry, 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.