The Gilchrist Group | Oppenheimer & Co. Inc.

500 W. Madison
Suite 3800
Chicago, IL 60661

office. 312 360 5518

fax. 312 360 7111

Gilchrist.Group@opco.com

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Who We Are

The Gilchrist Group of Oppenheimer & Co. Inc., established in 1981, provides financial services solutions through 4 key verticals: corporate services, multi-family office, asset management, and alliances.

The team’s Corporate Services are focused on the following services: corporate cash management, retirement plans (such as 401ks), stock option exercises, rule 10b5-1 plans, lending programs, hedging strategies, Rule 144 Transactions, Stock Buy-Backs, and introductions to Oppenheimer’s investment banking department.

Our Multi-Family provides wealth management solutions to high net worth and ultra-high net worth individuals and families. Our services include pre/post liquidity planning, financial planning, portfolio management, tax-loss harvesting, insurance, estate planning, legacy planning, and advisor coordination with accountants, attorneys, etc.

The asset management team constructs a number of discretionary investment strategies through Oppenheimer’s OMEGA Portfolio Management Program. Portfolio manager Joan Gilchrist manages a Global Equity Portfolio, Multi-Strategy Portfolio, and a Corporate Cash Management portfolio. We also utilize options strategies, alternative investments for qualified investors, and individual security purchases.

Within Oppenheimer’s Professionals Alliance Group, our program supports select third party CPA firms and other professional firms in expanding their existing business by providing financial services to their clients and further deepening their role as the Trusted Advisor.

JOAN and JOHN GILCHRIST

Awards & Recognition

JOAN GILCHRIST

Forbes | Shook Best-In-State Wealth Advisor*
Forbes-Shook named Joan as one of the top Best in State Illinois State Wealth Advisors on 2021 and 2020
Forbes | Shook Top Women Wealth Advisors
Joan had the honor of being named in Forbes’ definitive list of America’s Top Women Wealth Advisors in 2023, 2022, 2021, and 2020

Five Star Award Winner
Five Star Wealth Manager award winner 2021, 2020, 2019 and 2018

JOHN GILCHRIST

Five Star Award Winner
Five Star Wealth Manager award winner 2021, 2020,2019, 2018, 2017, 2016, 2014 and 2012

_{*Methodology: Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.}

Additional Team Members

The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.