GHAFFAR KHAN

SENIOR FINANCIAL ASSOCIATE

ASSOCIATE DIRECTOR

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Biography

Ghaffar Khan is a Senior Financial Associate at Oppenheimer & Co. Inc. and a key member of the Allied Stewardship Group, a financial advisory team managing investment assets for institutional, nonprofit, and individual clients. With nearly two decades of experience in the financial services industry, Mr. Khan brings a strong blend of operational expertise, technical knowledge, and client-focused service to his role.

Mr. Khan began his career at Morgan Stanley, where he supported Financial Advisor-directed investment programs, ensuring adherence to investment guidelines and firm protocols. He collaborated closely with financial advisors and supported the onboarding of new hires, while acting as a key liaison between advisors and operational teams to improve efficiency and service delivery.

In 2015, Mr. Khan joined Oppenheimer’s corporate headquarters in New York City as a Product Support Manager within the Investment Program Administration team. In this role, he partnered closely with IT and Product Development teams to support and test platform enhancements. He also assisted Financial Advisors in developing Consulting Group Advisor Proposals—comprehensive investment plans tailored to clients’ risk tolerance and long-term strategic goals. Mr. Khan later advanced to Associate Director of Oppenheimer’s OMEGA Group, a division of Oppenheimer Asset Management that specializes in customized discretionary portfolios. 

In 2021, he joined the Washington, DC-based Allied Stewardship group, where he leads the team’s operations and manages client interactions, with a strong focus on understanding and addressing the unique needs of each client.

Mr. Khan enjoys cycling, reading, and watching movies. He is also interested in becoming more involved in the local community and is actively seeking opportunities to engage with nonprofit organizations in the Washington, DC area.

Mr. Khan also holds the FINRA Series 7 and 66 registrations