Our Team

Gavin Natelli, with 30 years of experience in the financial industry and eight years at Oppenheimer, is the cornerstone of The Natelli Private Client Group. Gavin has served in both good markets and some of the harshest economic conditions that have ever occurred. Using this experience to his advantage, Gavin recommends diverse models for clients based on their needs, resources, and risk tolerance. He develops customized, tailor-made client portfolios with his experience and knowledge of individual stocks, ETF’s, various option strategies, fixed income, etc.

Gavin provides independent financial insights utilizing a full variety of traditional and non-traditional products and strategies, and with his staff, can be relied upon for comprehensive and responsive client service.

Gavin graduated with a B.S. in Business Management from Saint Peters College, and holds FINRA Series 7, 63, and 65 registrations. He is also licensed as an agent for life insurance and variable annuities in the state of New Jersey. In his spare time he enjoys golfing, cooking Italian food, watching the New York Yankees, and spending time with friends and family

Barron works with his father and brother as part of The Natelli Private Client Group of Oppenheimer & Co. Inc., in the Florham Park, NJ office. While he prides himself on providing exceptional personal client service, he also benefits from the interactions provided by his Group. His father, a veteran of over 30 years in the financial industry, provides mentorship and institutional memory, while Barron works hard to expand and build the franchise with his brother Julian.

As part of a generational group, the Natelli’s can draw on their combined experience to assist different generations for the financial futures they envision. Barron’s role on the team is providing comprehensive wealth management services including investment guidance, asset management, estate and trust planning strategies, philanthropic gifting and wealth transfer strategies.

When working with current and prospective clients, Barron focuses on their risk tolerance, time horizon, and liquidity needs. His goal is to develop tailor-made strategies for clients that he monitors and re-adjusts as necessary. He also deals with individual stock positions, suggested with the Group’s analysis.

Barron joined the firm in 2018, after earning his B.A. Degree in Applied Economics with a finance concentration and a minor in management from Ursinus College in Pennsylvania. He holds the FINRA Series 7, 63 and 66 registrations. Barron enjoys golfing, hiking, attending New York Jets games, and spending time with family and friends and cat Ari.

Julian comes to the Natelli Private Client Group to join the family team of his father, Gavin, and brother, Barron. Julian officially joined on as an Associate Financial Professional in August 2022 after interning with the group since the summer of 2018. Learning from his dad who has over 30 years of experience and his brother who has 8 years of experience at Oppenheimer & Co. Inc., is a big advantage.

The generational group knows that every client needs their own tailored strategy. Discussing with clients about their financial futures is what Gavin, Barron, and now Julian focus on. Being a client of the Natelli Private Client Group of Oppenheimer & Co. Inc. means being able to utilize over 42 years of experience.

Graduating from Ramapo College in May 2022 with a business degree in Finance, Julian was the President (2021-2022) & Vice President (2020-2021) of the RoadRunner Financial Group; a student-managed investment fund. Julian was a 4 year Investment Committee member, the first person in the group’s history to have that privilege.

Outside of work Julian enjoys golfing, skiing, and spending time with his family and friends.

Julian holds the FINRA Series 7, 63, and 65 registrations.