The Transatlantic Private Client Group

Who We Are

The team combines the experience of its partners in serving individuals and family offices, endowments, and institutions. We advise on portfolio construction, alternative investments, and unique private investments available through Oppenheimer & Co. Inc. We also provide advice in global transactional markets.

Our clients have a diverse set of business, private equity and real estate investments. We manage assets entrusted to Oppenheimer within the context of that larger total portfolio of assets. We can collaborate with attorneys and other trusted consultants to help manage the complexities of significant wealth.

Financial planning and asset allocation reviews help our clients assess their potential returns and wealth effects of their investments with us and elsewhere, as well as matching cash flows to future expenses.

As OMEGA managers, Stephen manages equity portfolios in two disciplines, Thematic Equity and Dividend Yield, and Dennis in Traditional Value. Our daily focus on security analysis provides insight into assessing other managers within Oppenheimer Asset Management (OAM.) Fixed income portfolios are managed using OAM’s widely recognized taxable and municipal strategies.

The team eschews the fund of funds model now all too common in wealth management, believing that each client deserves direct ownership in a tailored selection of securities.

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