Our Team

Stephen has been providing Wealth Management, Financial Planning strategies for over 25 years. He joined Oppenheimer & Co. Inc. in 1999 as a Financial Advisor and OMEGA Portfolio Manager. Stephen offers wealth management and investment strategies to affluent individuals, families, owners and executives of private and public companies, family estates, charitable entities, medical, sports and entertainment celebrities, as well as the top legal professionals who serve them. He also focuses on 401(k) plans, stock option plans, and 10b5-1 plans for executives.

Stephen has received numerous industry accolades, including being named to Forbes’ “Best-in-State Wealth Advisors” lists. He is a member of the Oppenheimer Chairman’s Council, which recognizes the Firm’s Top 40 Financial Advisors for exemplary service to their clients, and the Oppenheimer Asset Management President’s Council.

Stephen graduated with a Bachelor of Science in Business Management and Finance from the University of New York at Brooklyn College. He also completed the Financial Planning program from the New York University Division of Programs in Business. He is an active in his community and serves as a member of a number of organizations throughout New York City. He is a current member and former director of the Hellenic Bankers Association, a charter member of the National September 11th Memorial Museum, a member of The Leadership 100, and a member of the Order of  AHEPA chapter 41. In his spare time, Stephen enjoys spending time with his wife and two sons, and traveling to Greece to visit his family and clients. He also enjoys being active in the local schools by educating the next generation about the financial markets, as well as coaching youth basketball and soccer.

Joshua joined Oppenheimer & Co. Inc. in 1995 and has over 20 years of experience in the financial services industry. As a Financial Advisor, Joshua advises high-net-worth and ultra-high-net-worth families on how to help grow and preserve their wealth across multiple generations. He is passionate about building deep relationships with his clients in order to ensure they have the full resources, knowledge, and strategies to help them achieve their long-term goals. . Joshua specializes in Corporate Executive Services, which includes an expertise in managing 10b-5 plans, and a specialized focus on employee stock option plans, restricted stock units, concentrated stock positions and 401k administration and management. Many of his clients include corporate executives, entrepreneurs, and business owners looking to manage risk and volatility in their portfolios or build long-term wealth.

Joshua is a member of the 2021 Oppenheimer Chairman’s Council, and the Oppenheimer Asset Management President’s Council. He also held membership in the prestigious Executive Council from (2017-2020). Joshua graduated from Emory University with a degree in Economics. When Joshua is not serving clients, he enjoys coaching or playing basketball, relaxing on the beach, or playing a round of golf. Joshua lives in Fairfield, CT with his wife, and enjoys spending time in NYC where he had roots for over 20 years.