Our Story
We take incredible pride in serving families because we live a commitment to family continuity. Clara Montanez, born in Colombia and educated in the United States and the United Kingdom, was introduced to investing by her sister. Clara, in turn, mentored her daughter Sophia, raised in the United States and Canada, to build the Montanez Group.
Our focus on families allows greater in-depth investment for all, increased efficiency, and deeper, richer, long-term relationships. Our full-service capabilities help you preserve and grow your assets so you can pass them along to the next generation or define your legacy through the organization or charities you choose.
CLARA MONTANEZ
A 25-year industry veteran with clients in more than 30 countries, Clara focuses on advising multi-generational families and internationals with complex financial needs. Many clients have lived overseas or work in the United States on a temporary basis and, as such, require customized investment strategies.
Utilizing Oppenheimer’s resources, research, and capabilities, Clara develops individualized recommendations for a disciplined financial plan. She holds the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65).
Clara started her career in 1996 with Paine Webber Group which later merged with UBS Financial Services. Prior to joining Oppenheimer, she worked as Vice President of Investments with Morgan Stanley. A member of Rotary International since 2003, Clara has served as the organization’s official representative to the Organization of American States and the World Bank Group.
Born in Colombia, Clara is fluent in English, Spanish, and French. She holds a bachelor’s in business administration from the American University in Washington DC and a master’s in international and comparative politics from the London School of Economics. Clara enjoys traveling, skiing, dancing, singing, and cooking paella for family and friends. She lives in Washington DC.
Thought Leadership / Events:
Rotary International: 5 Concerns Facing Professional Women Today
Oppenheimer: Oppenheimer Celebrates Women’s History Month
Rotary International: Successful Women Mentor Youth Through Rotary
Global Partnership for Education: Education for Gender Equality: GPE Partners with Rotary International
SOPHIA HANEY
With six years’ experience in wealth management, Sophia drives our team’s marketing and relationship management efforts. Sophia ensures clients receive timely and relevant counsel through personal portfolio reviews, specialized seminars, and educational outreach.
Knowledgeable in tax reduction alternatives, wealth strategies, financial trends, insurance coverage, estate management, and family governance, Sophia excels in financial coaching. Through educational seminars and specialized workshops, she provides accessible guidance for clients through each step of their wealth journey.
Sophia particularly enjoys offering long-term financial guidance to women with limited time and/or a lack of investment knowledge or expertise. With a bachelor’s degree from the University of British Columbia, Sophia holds the FINRA Series 7, Series 66 license in 15 US states and Life and Health Insurance licenses in Washington DC.
Sophia speaks English and Spanish. An avid art enthusiast, she volunteers on the board of Girls, Inc. and enjoys horseback riding, skiing, and hosting dinners with her husband, Charles.
Thought Leadership / Events:
LinkedIn: 5 Years of Tumultuous Markets and 5 Lessons Learned
SAMUEL NADEW
Sam joined our team in 2023 with a background in private banking and business administration and serves as the primary contact for operational support.
Sam has extensive knowledge of multiple software programs and assists clients with opening accounts and account distributions.
Born in Ethiopia, Sam speaks English, Amharic, and Arabic. He holds a bachelor’s degree from St. Mary University and an MBA from Debre Markos University, both in Ethiopia. In his free time, Sam enjoys playing and watching soccer, reading, and spending time with his family. He lives in Silver Springs, Maryland.