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 24-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.

Matthew is a long time Oppenheimer Asset Management Roundtable participant, where he fosters meaningful dialogue and showcases his dedication to Oppenheimer, playing a key role in helping to advance the firm’s collective goals and endeavors. 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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A seasoned veteran in financial services, Joseph (Joe) Quigley began his career as an operator of a Kodak Microfiche copier at the Philadelphia Stock Exchange (PHILADEP) in 1992. Shortly after, he joined a branch of the regional firm Janney Montgomery Scott in operations, which led to a position as an administrative assistant for Merrill Lynch in Blue Bell, PA.

Late in 2000, Joe began his own practice at Morgan Stanley in Jenkintown, PA, where he developed his unique planning process. He has since refined it while also instituting a relationship management system that is the backbone of the team’s practice. Prior to joining Oppenheimer in 2011, he co-founded the Quigley & Murray Group and the Rose, Quigley & Murray Group of Wells Fargo Advisors in Quakertown, PA.

Joe graduated from Pennsylvania State University with a degree in Communications Film & Video. He 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.

Joe resides in Souderton, PA with his wife and their two daughters. He is the proud owner of Quigley Publishing, LLC, and author of ‘Wake Up to Inve$ting!’ He is an avid Philadelphia sports fan, a member of the Pennsylvania State University Alumni Association, and a Board Member of The Millay Club for Saints John Neumann & Maria Goretti High School.

With a degree in Business Administration from the University of Pennsylvania, Bob Wochele has been with Oppenheimer and its predecessors since 1988. He has helped clients navigate the varied investment landscape during the last three decades. His consistency and commitment to his clients have led to many second and third generation relationships.

He 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). He also holds the Chartered Financial Analyst (CFA®) designation from the CFA Institute and is licensed as an agent for life & health insurance.

Bob resides in King of Prussia, PA with his wife and four children. He is an avid cyclist, who has participated in the American Cancer Society City to Shore ride since 2011. He also enjoys volunteering with the Upper Merion Youth Wrestling Association, an organization established to promote the positive aspects of the sport.

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.

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).

A graduate of Mansfield University with a B.A. in Business Administration, Vasilis began his career working in his family’s restaurant in Wellsboro, PA. After graduation, he moved to Philadelphia seeking an opportunity to gain experience in the financial industry. He joined FirstTrust as a Universal Banker and advanced to Universal Supervisor before leaving to join the Monument Square Group of Oppenheimer & Co. Inc. in July 2020 as a Client Service Associate.

Vasilis holds the following FINRA Registrations: the General Securities Representative License (Series 7), and the Uniform Combined State Law Examination (Series 66).

Vasilis currently resides in Perkasie, PA with his wife.

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 and was promoted to Senior Financial Associate in 2024.

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.