Our Team

As head of The O’Rourke Group of Oppenheimer & Co. Inc., Michael leads his team with 35 years of financial market and investment experience. Michael continues to exemplify he is a highly strategic thinker with a proven aptitude to operate successfully in “for profit” and “non-profit” environments. Michael works in collaboration with the Consulting Group of Oppenheimer Asset Management Inc. Michael holds the Series SIE, 7, 50, 63, 65, and is also licensed as an Agent in Life, Health and Variable Annuities. Michael lives in Stamford, CT with his wife of 45 years.

Kyle Codey, CFP® is a Financial Advisor at Oppenheimer & Co. Inc. (Oppenheimer), in the Stamford, CT office. Kyle’s clients include high-net-worth individuals, families, and small-to-mid sized businesses. He also works directly with CPAs, estate attorneys, divorce attorneys, real estate brokers, trust officers, and others, to address client needs and issues, and provide an exceptional client experience.

Kyle focuses on delivering a comprehensive approach to private wealth management that begins with listening to clients’ needs to help ensure strategies match objectives and account for risk. This holistic, goals-based approach is essential for Kyle’s client-advisor relationship, in which he acts as a true collaborator and steward of capital. He strongly believes in investing with a purpose in order to help provide practical results. Additionally, Kyle’s team approach combines insurance, tax efficiency, and adaptable investment strategies–all of which help him provide the highest standard of service..

Kyle graduated from American University in 2016. He also holds the FINRA Series SIE, 7, 9, 10, 63 and 66 registrations. He is also licensed for Insurance in Connecticut and New York.

Carol Fliegel is a seasoned client service professional with over 20 years of experience in the airline and financial services industries. She has spent her career dedicated to nurturing meaningful relationships and providing exceptional client service. Carol resides in Westchester County, NY with her family. Outside of work, she is passionate about traveling and exploring new places, and enjoys spending time outdoors.