East River Private Client Group | Oppenheimer & Co. Inc.

666 Third Ave
New YorkNY10017

phone. 212 667 4065

fax.212 667 4374

[email protected]

Our Mission

We advise driven visionaries on how to achieve freedom in life and create long-lasting legacies.

Learn More About Our Team Our Process

Who We Are

Located at the flagship Chrysler East office in New York City, the East River Private Client Group helps high-net-worth individuals and multiple generations of families who need thoughtful consideration and careful planning to help them reach their financial goals. We offer customized solutions and financial planning services – including design, implementation, and management.

Our clients receive a roadmap, tailored advice, as well as the necessary tools to achieve their specific retirement, liquidity, investment, tax, insurance, education, estate, and philanthropic needs.

ANNOUNCEMENT

We are Pleased to Welcome James Cao to our Team!

James Cao is a Financial Advisor in the Chrysler East office in New York City. He focuses on understanding, designing, and implementing holistic financial plans to high-net-worth individuals, and small-to-mid sized businesses. James prioritizes on building custom investment strategies to meet each person’s unique personal and financial goals. He dedicates his planning to provide transparency, personalization, and confidence for each client.

Awards & Recognitions

East River Private Client Group

PETAR ARIZANOV
2021 Best In State Wealth Advisor Forbes Shook Research 2019 Top 1000 Next Generation Awards Forbes Shook Research 2018 Top 500 Next Generation Wealth Advisors Forbes Shook Research
EAST RIVER PRIVATE CLIENT GROUP
2025 Best-In-State Wealth Management Team Forbes Shook Research
^{*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affiliated with Forbes or R.J. Shook Research.}