Our Team

Peter is a Financial Advisor and Senior Director – Investments, with over 38 years of experience in the financial services industry.

He leads the Coastal Private Client Group of Oppenheimer & Co. Inc. Peter has an MBA from the University of Richmond in Richmond Virginia and is also a Certified Financial Planner practitioner. As an Oppenheimer Financial Professional he aligns each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. He uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance.

Peter focuses on growing and protecting the assets of high-net-worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.

Peter is active in the Palm Beach community having served as the past President of the South Florida Chapter of the Juvenile Diabetes Foundation, serves as a member of the Divan with Amara Shrine in West Palm Beach, and has been honored by Sloan Kettering Cancer Center for devotion to their cause over the years. He has been married to his wife Claire for over 40 years, has one daughter and two grandsons.

Richard is a Director of Investments as well as a Certified Financial Planner practitioner with more than 20 years of experience in the financial services industry. Richard works diligently to empower his clients, discussing personal financial goals, college planning for children, when or even whether they want to retire, how much money it will take, and what they may need to save to provide for needs in the interim. Objective and reliable, his focus is on overall investment management and individualized financial planning.  Prior to joining Oppenheimer & Co. Inc. in 2019, Richard worked at Raymond James and Morgan Stanley. He earned his bachelor’s degree in economics from Binghamton University. He is an active member of Toastmasters International and earned his Competent communicator designation from that organization in 2018. Richard makes his home in Jupiter, FL with his wife and son. In his free time he enjoys golf and working out.

Bob McCabe is the Branch Manager and Senior Director – Investments for the Oppenheimer & Co. Inc. Palm Beach Gardens office.

Bob has more than 35 years of financial services experience and is a seasoned industry veteran with an extensive track record of leading successful wealth management teams, growing assets under management, and boosting client experience. He is part of the leadership team that supports East Coast Florida Complex, which includes the Delray Beach, Boca Raton and Palm Beach Gardens offices.

As a financial advisor, Bob dedicates himself to helping clients address their financial needs and aspirations by developing investment plans around their long-term goals and risk tolerances. Throughout many major shifts in the markets over time, he has developed a flexible and comprehensive planning approach that features strategies targeted to clients’ specific circumstances. Bob works one-on-one with investors, enabling him to structure balanced portfolios that help keep clients focused on meeting objectives, while maintaining enough flexibility to adapt to changing market forces and life events.

Bob has earned the FINRA 3, 7, 8, 63 and 65 Registrations. A New York native, Bob earned his bachelor’s in economics and finance at Manhattan College in Riverdale, NY. He has made his home in South Florida for more than 20 years, and he has been active with organizations that care for the homeless and hungry, including Feeding South Florida, the Homeless Coalition of Palm Beach County, and Place of Hope.

Mary Dann joined the Coastal Private Client Group as a Director in 2022 bringing over 26 years of investment industry and client service experience to the team. Prior to joining Oppenheimer in 2003 in the Private Client Group, Mary was an Institutional Sales Officer with Wachovia Securities. She has previously been affiliated with the institutional equity sales force at Smith Barney and Paine Webber as well as Mellon Bond Associates focusing on Fixed Income Strategies in Philadelphia. She earned her Bachelor’s Degree from The Pennsylvania State University with Bachelor’s Degrees in both Business Administration and Speech Communication.

Her primary responsibility is to support the Financial Advisors in their daily co-ordination of administrative, marketing and operational tasks. Her lengthy background in the Financial Services field and her ambitious, self-disciplined work ethic has allowed her to forge and cultivate long lasting Client Relationships and Partnerships.

Alysia Battaglia is a Client Service Associate for Oppenheimer & Co. Inc. She is a dedicated, experienced professional, whose priority is to meet the needs of her team’s clients. She understands clients, is a caring person, and has comprehensive expertise in customer service.

Alysia brings to her position a well-established background in many facets of client service, and understands that personalized service is essential to each client relationship, and matched to specific client needs and circumstances.

Throughout her 30 year career in the financial services industry, she has also worked as a Complex Administrative Assistant, working side by side with management teams in offices with over 80 staff and financial advisors, developing long lasting relationships and loyalty. Alysia’s many years of experience has given her the deep knowledge to fully understand the financial services business, and in kind, communicate concisely and effectively with clients.

In her personal time, she volunteers with children at a community church. She enjoys spending time with her children and grandchildren.

Zachary Pumphrey is a Registered Client Service Associate for Oppenheimer, & Co Inc. Zachary is a young financial professional with a passion for gaining market insight to better understand client needs. Becoming a member of the Coastal Private Client Group in 2023, Zachary cultivates relationships by providing exceptional service on all client acquisitions.

Zachary attended Florida State University where he graduated with a bachelor’s degree in Economics. He holds the following FINRA registrations: General Securities Representatives (Series 7) and Uniform Combined State Law (Series 66).

Born and raised in Jupiter, Florida, Zachary enjoys fitness, golf, and spending time with family.