Chicago

About the Branch

Located in the heart of the city, Oppenheimer’s Chicago office provides strategic guidance and sophisticated wealth management strategies to individuals and generational families. Our nationally recognized team of professionals have a reputation for stellar service and specialize in offering tailored advice to high-profile clients with complex financial situations.

The Chicago branch draws on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services, including professional money management, corporate & executive services, retirement planning, financial planning, insurance & annuity products, estate planning and trust services. For qualified investors we also offer extensive opportunities in the alternative investment category, including hedge funds and private equity. Each of our Financial Professionals is committed to providing unbiased financial advice and personalized service to help clients achieve their financial goals.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, two advisors from the Chicago office added to that success record by being named to the 2020 Best in State Wealth Advisors List. They are: Joan Gilchrist and Dan Israelite.

Awards Criteria