Printer Friendly

Oppenheimer financial advisor named to 2019 Forbes list.

BANKING AND CREDIT NEWS-August 12, 2019-Oppenheimer financial advisor named to 2019 Forbes list


Oppenheimer & Co. Inc., an investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), has announced that Justin Gelbman of The Princeton Sharpe Group appeared on the Forbes Top 250 Next-Gen Wealth Advisors ranking, developed by SHOOK Research, the company said.

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.

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 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.

((Comments on this story may be sent to

COPYRIGHT 2019 Normans Media Ltd.
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2019 Gale, Cengage Learning. All rights reserved.

Article Details
Printer friendly Cite/link Email Feedback
Publication:M2 Banking & Credit News (BCN)
Geographic Code:8AUST
Date:Aug 12, 2019
Previous Article:VisionBank founders join Old Dominion National Bank.
Next Article:Education finance company helps students save money and pay off their student loans faster.

Terms of use | Privacy policy | Copyright © 2022 Farlex, Inc. | Feedback | For webmasters |