Peregrine Private Client Group

Who We Are

The Peregrine Private Client Group of Oppenheimer & Co. Inc. has over 100 years of combined wealth management experience helping our clients and their families build long-term financial security. 

Not only do we focus on the technical aspects of our work, we also love what we do! We are passionate about providing you with objective advice, tailored specifically to your financial needs. Whether you are planning for a liquidity event, looking to grow your investment portfolio, or transitioning wealth to the next generation, we will help build and manage your financial plan so that you can focus on life, family, and the things that matter most to you.

We’ve Changed Our Name!

Inspired by the majestic peregrine falcon that sits outside of the team’s office window, we’ve changed our group name to The Peregrine Private Client Group. From its highest nesting point, the falcon surveys nature’s brilliance, including an unobstructed, panoramic view of the coast – giving it the ability to identify its needs, and then dominate opportunities with speed. It is well-known as the fastest and instinctive above all. Our team consists of members with diverse skills and professional experiences, and they embody the same attributes held by our peregrine mascot. We take a keen birds’ eye view to identify a plan to meet each clients’ unique life circumstances; we create immediate solutions to deploy in their wealth strategies; and we identify soaring solutions for our clients to meet their financial goals.

Although our name has changed, our commitment to excellent client service is the same.  We have added several new team members recently; meet the entire team here.

Ranked in Forbes’ list of America's Top 100 Wealth Management Teams

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