Jericho
Jericho, NY
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
Laura Kellerman – Long Island Region
The Jericho, NY office is managed by the newly appointed Long Island, Regional Director and Branch Manager, Laura Kellerman. Laura is a highly experienced leader with more than 30 Years of Financial Services. In addition to Jericho, she oversees the Hauppauge, Melville, and West Hampton Branches, which together make up Oppenheimer’s Long Island region.
Oppenheimer advisors in the region oversee approximately $2.4 billion in total assets under management and have received a variety of industry accolades, including being named to the “FT 401” by the Financial Times, as well as to the Long Island Business Reviews’ “40 Under 40” and “Top Advisor” lists.
As Laura assumes full responsibility in her role, she will work alongside Albert (Al) Kirchner, an industry veteran who has spent 13 years with Oppenheimer. Al, who announced his intentions to retire earlier this year, will work alongside Laura through the end of 2023 to ensure a seamless transition.
The Jericho branch is centrally located in modern surroundings and features state-of-the-art technology and amenities. Our private offices offer large windows to enhance atmosphere and brightness, while fostering efficiency and serenity. The interior space remains relatively quiet to allow all employees to work in a productive and motivated manner.
The leading-edge building is within a Class A Office Complex and houses Fortune 500 tenants. It is located on Jericho Turnpike and is convenient to all commuter routes and modes. There is ample parking for Oppenheimer employees and visiting clients. Additionally, the building has many amenities to appeal to clients and financial advisors alike, including contemporary conference facilities, a Starbucks, fitness room and spa, a cafeteria, and 24-hour staffed security.
Our Story in Numbers
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928
Financial Professionals
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$129.8
Billion Client Assets under Administration
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89
Branch Offices across the United States
Customer Asset Protection
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.
Read More Customer Asset ProtectionProducts & Services
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.
Engaging Family Office Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.