Our Team

Steve, who is Branch Manager of Oppenheimer & Co. Inc.’s downtown Providence, Rhode Island office, has over 30 years of experience in the financial services industry. He is committed to help build, oversee and preserve wealth while acting as a client’s personal financial advocate. Steve assists clients in managing risk through the development of appropriate asset allocation and portfolio construction. In collaboration with Oppenheimer's strategic planning partners, Steve is able to engineer a customized design that attempts to provide clients with a life-long plan to manage their financial affairs.

Larry has worked in the financial service industry for over 45 years. Throughout his career his primary focus has been fixed income markets. Prior to joining the Connaughton Private Client Group, Larry had twenty-five years’ experience as a corporate bond trader in New York. Larry’s experience with fixed income trading as well as in money management for high net worth individuals makes him a valuable member of the team at Oppenheimer and to the clients of the Connaughton Private Client Group.

Jason, who has been in the financial services industry for over 15 years, believes that the most important element of his practice is his ability to get to know his clients. He works directly with clients, gaining a comprehensive idea of their goals, risk tolerance and objectives. Jason’s fact finding is a critical stage in developing and implementing an investment strategy designed to meet each client’s individual needs. The foundation he builds supports a customized portfolio strategy and ongoing investment monitoring.

Despina, who also serves as the Assistant Branch Manager, has over 20 years of experience in the financial services industry. She supports the Connaughton Private Client Group by coordinating all administrative matters in order to provide the group’s clients with high quality service. Her strong background in operations and compliance along with her commitment to client satisfaction provide clients with a positive experience and peace of mind.