Logan Shalmi and Andrew Lerner Named Managing Directors
Move Reflects Success of Fast-Growing, South Florida-Based Wealth Management Team and its Long-Term, Intergenerational Service Model
Boca Raton, Fla., March 21, 2022 – The Atlantic Group of Oppenheimer, a fast-growing holistic wealth management team focused on multi-generational financial planning services, today announced that the founders of the group, Logan Shalmi and Andrew Lerner, have been appointed Managing Directors of Oppenheimer & Co. Inc., a subsidiary of Oppenheimer Holdings.
Logan Shalmi and Andrew Lerner lead a team that oversees $1.1 billion in total client assets. The Atlantic Group of Oppenheimer focuses on providing comprehensive financial planning support to high-net-worth individuals and families. The team prides itself on its particular expertise in helping families and individuals address the complexities related to meaningful generational wealth transfers or liquidity events of closely held businesses.
Mr. Shalmi said, “I'm honored to be recognized with this promotion to Managing Director, and how it reflects the broader growth of our team in serving our clients, both in South Florida and throughout the country. Front and center to our mission as a trusted team of financial advisors is our commitment to be there, in person, and on an ongoing basis, for our clients whenever major life events happen. Our dedication to the individuals, families and business owners we serve has driven our success and remains our constant focus.”
Mr. Lerner said, “When Logan and I started the group in 2014, we knew that we had to bring something unique and different in order to be successful. Our mission is to treat clients like family. Going the extra mile is the standard for our team. I believe that dedication to clients and building relationships has become the key to our success and I'm grateful to Oppenheimer for being named Managing Director, and could not be more excited about the future of the group.”
Friends since their time playing NCAA Division I tennis at Jacksonville University, Mr. Shalmi and Mr. Lerner launched their partnership in 2014 with the mission of putting clients first. Time and again, both Oppenheimer professionals have received national recognition for their practice. Mr. Shalmi and Mr. Lerner have both been named to a range of Next Generation advisor recognitions, including the 2021 Top 250 Next-Gen Wealth Advisors and the 2020 Top 500 Next-Gen Wealth Advisors by Forbes.Shook, among others. They were also appointed to the prestigious Oppenheimer Executive Council program in 2020 and 2021.
Brian Kutsmeda, Branch Manager and Managing Director of Investments, Boca Raton Branch of Oppenheimer & Co. Inc., said, “On behalf of the entire Oppenheimer team, I congratulate Logan and Andrew on their appointments to Managing Director. The speed at which they have built their practice and how they consistently delivered incredible results are a testament to their client-focused and relationship-driven approach. Their commitment to the highest standards of excellence in our profession continues to be proven through their ability and acumen in listening to clients and utilizing the intellectual capital of the firm – while continuing to deliver an exceptional experience. We look forward to supporting them as they continue to build upon their success.”
Ed Harrington, Executive Vice President of the Private Client Division at Oppenheimer & Co. Inc., said, “Logan and Andrew embody what next-generation success can and should look like at Oppenheimer and throughout the industry at large. With an unwavering dedication to their clients, a holistic approach to advising wealth, and a commitment to continual learning and professional development, they place the client relationship at the center of all that they do. As financial professionals, they have delivered to their client base an unrivaled level of service, and the results speak for themselves. I congratulate Logan and Andrew for their achievements and wish them the best for future growth and success of their team."
About The Atlantic Group of Oppenheimer
The Atlantic Group of Oppenheimer is more than a wealth management firm, we are a family. We have more than 100 years of combined experience in the asset management industry. Our mission is to protect, preserve and grow your assets, while delivering world-class service to build your financial future. We take pride in being a diverse team and our passion is providing every client with innovative solutions to meet their financial needs. When our clients succeed, we succeed.