Our Team

Yale Saltzman began his financial services career in 2002 with Fahnestock & Co., a predecessor of Oppenheimer & Co., Inc. Since then, he has built a practice dedicated to aiding business owners and their families with the many challenges confronting them regarding creating, growing, and preserving wealth.

As a founding partner of an ecommerce business located in Cambridge, MA, Yale built the business from a concept to a company with over 25 employees and accumulated outside capital of more than a half million dollars. From this experience, he derived his passion for working with entrepreneurs through the lifecycle of their businesses.

Yale holds the following FINRA Registrations: General Securities Representative (Series 7), the General Sales Supervisor License (Series 9 and 10), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65). He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is licensed as an agent for life and health insurance.

Yale is a graduate of Tufts University, where he earned a B.A. in Quantitative Economics. He is a partner in his family business, Camp Canadensis, which is now in its third generation. Yale lives in Newtown, PA with his wife and two sons.

Matthew Marcolina boasts an impressive more than 25-year track record in the financial services industry, with a professional focus on helping clients acquire a holistic view of their finances. He believes in maintaining frequent and close communication with every client, which allows him to assess their individual needs, analyze them objectively, and recommend a customized investment strategy. Matthew specializes in strategically allocating assets to create a balanced blend of long-term capital appreciation and an income stream tailored to meet individual needs.

Consistently recognized for his excellence, Matthew is a ten-year winner of Philadelphia Magazine's prestigious "Five Star Wealth Manager" award*. This accolade reflects his standing as a wealth manager with the highest scores in overall client satisfaction, as determined by a survey of consumers, financial service professionals, and magazine subscribers.

Previously, he served as the First Vice President-Investment Officer at Wells Fargo and previously held the role of Financial Advisor at Morgan Stanley.

Matthew is a graduate of Temple University and holds a B.A. in Political Science and Business Administration. He also holds the designation of Chartered Financial Consultant from the American College of Financial Services and maintains FINRA Series 7, 31, 63, and 65 Registrations. When not with clients, Matthew enjoys quality time with his family, pursuing interests such as golf, weight training, and traveling.

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An industry veteran, Joseph J Quigley (Joe) has partnered with individuals, family business owners and CEOs of major corporations. Since joining Oppenheimer & Co. Inc. 15 years ago, he has served clients who come from humble beginnings and have entrepreneurial aspirations. Guiding and mentoring his clients and teammates to achieve their personal and financial goals are what embodies Joe’s greatest passion.

Joe is a proud member of the Wealth Management Roundtable of Oppenheimer & Co. Inc. and recently authored two books “Wake Up To Inve$ting!” and “Wake Up To $aving!”

Joe has had the honor of teaching financial literacy classes at Indian Crest Middle School in Souderton and at his high school alma mater Saints John Neumann & Maria Goretti in Philadelphia where he serves as a board member of the Millay Club. He is a proud graduate of Penn State University and an avid Philadelphia sports fan.

Joe holds the FINRA General Securities Representative License (Series 7) and the Uniform Combined State Law (Series 66) Registrations. Additionally, he is a licensed agent for life and health insurance.

Jared joined the Monument Square Group at Oppenheimer & Co. Inc. in 2025 as an Associate Financial Professional, bringing a strong background in business finance, operational growth, and an entrepreneurial perspective to the team. Prior to joining Oppenheimer, Jared was a founding member of a clinical research organization based in Berlin, New Jersey, where he played a key role in scaling the firm from a 10-person operation to more than 100 employees before its successful acquisition. He leverages this firsthand experience to help clients grow, protect, and optimize their financial strategies. 

Jared graduated from Drexel University and Lynn University, where he earned his Master of Business Administration (M.B.A.) in Entrepreneurial and Small Business Operations. He holds the FINRA General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66).

Brett graduated from the University of Delaware in 2018 with degrees in Hospitality Management and Entrepreneurship. He began his career in hotel management, where he developed strong leadership, organizational, and client service skills while helping manage hotel properties across Boston, South Carolina, and Michigan.

In 2021, Brett returned to the Philadelphia area, where he currently resides. He earned his MBA with a specialization in Finance from La Salle University and began his career in the financial services industry with Merrill Lynch. Brett specializes in retirement planning and helping individuals transition employer-sponsored benefits — including 401(k)s, stock options, and pensions — into comprehensive wealth management strategies tailored to their long-term financial goals. Brett joined the Monument Square Group at Oppenheimer & Co. Inc. in May of 2026. He is committed to helping individuals and families build confidence in their financial future.

Outside of work, Brett enjoys sports, fitness, and traveling. Some of his favorite destinations include Australia and Italy. He also enjoys spending summers relaxing on the beach and winters skiing in the mountains.

Casey Smith joined Oppenheimer in 2011 as a Registered Client Service Associate. She has been a member of the Monument Square Group since its formation and was promoted in 2014 to Senior Financial Associate and Branch Administrator and again in 2018 to Financial Wealth Associate. Her current role allows her to focus on creating and maintaining financial analyses for the team.

She holds the FINRA General Securities Representative License (Series 7), the General Securities Sales Supervisor License (Series 9 and 10), the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65) and is licensed as an agent for life & health insurance. Casey holds the Certified Financial Planner™ (CFP) designation, from the Certified Financial Planner Board of Standards, Inc.

Casey is a graduate of Arcadia University with a B.A. in Business Administration. She enjoys spending time with her family and reading as many books as possible.

Faith joined Oppenheimer in 2014 as a Client Service Associate and was soon partnered with Matthew Marcolina, with whom she has been working with for nearly a decade. She became a Registered Client Service Associate in 2016, was promoted to Senior Financial Associate in 2024 and in 2026 earned the title of Associate Director.

Faith holds the following FINRA Registrations: Investment Company Products/Variable Contracts Representative Exam (Series 6), 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).

Outside of work, Faith enjoys spending time with her husband, their three children, and two dogs.

Ann Cimino has been with Oppenheimer for more than 20 years. Before she joined the Monument Square Group in 2015, she spent more than ten years as an assistant for a large producing Financial Advisor, the last five of which were as his lead Registered Client Service Associate.

Ann graduated from Beaver College (now Arcadia University) with a B.A. in Communications. She holds the General Securities Sales Supervisor Qualification Exams (Series 9 and 10), the General Securities Representative License (Series 7), the Uniform Combined State Law Examination (Series 66) and the Uniform Securities Agent State Law Examination (Series 63).

Vasilis began his career working in his family’s restaurant in Wellsboro, Pennsylvania. He graduated from Mansfield University with a B.A. in Business Administration and shortly after moved to the Philadelphia area in search of an opportunity in the financial services industry. He joined Firstrust Bank as a Universal Banker and quickly advanced to Universal Supervisor before leaving to join the Monument Square Group of Oppenheimer & Co. Inc. in July 2020 as a Client Service Associate.

Today, Vasilis continues his work with the Monument Square Group and earned the title of Senior Financial Associate. He holds the following FINRA Registrations: the General Securities Representative License (Series 7), and the Uniform Combined State Law Examination (Series 66).

In his free time, Vasilis enjoys spending time with his family, watching Philadelphia sports and listening to music.