Our Team

Todd is a Managing Director of Investments in the Oppenheimer Atlanta office and serves as the Branch Manager. Todd has over 27 years of wealth management experience in providing service to high­net-worth private clients, corporate accounts and nonprofit organizations. He works closely with the Retirement Services Group, Fixed Income trading desks, The Consulting Group of Oppenheimer Asset Management Inc. (OAM), and the Insurance and Annuity Department to provide access to the best possible services for our clients. Prior to joining Oppenheimer, Todd held leadership positions at financial services firms such as Morgan Stanley and Smith Barney.

Fritz is an Executive Director – Investments in the Oppenheimer Atlanta Office since 1991. He works with institutions such as insurance companies as well as with high net worth individuals. He emphasizes preservation of capital for all of his clients. He is especially committed to helping his clients meet their financial needs by providing independent financial strategies, and a comprehensive suite of product solutions and responsive client service.

Fritz seeks to build solid relationships with institutional and individual clients alike. In the case of his institutional clients, his goal is to recommend tax-efficient portfolios with the potential for strong performance. In the case of individual clients, he works to help them understand their financial position, have confidence in their investment decisions and feel optimistic about their future.