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.

Alice Leopold is an Executive Director-Investments | Financial Advisor at Oppenheimer & Co. She is an accomplished private client wealth manager dedicated to providing holistic financial planning throughout all life stages. Delivering a bespoke client experience, unique to each individual’s wealth and investment strategies, complemented with excellent service and execution.

Alice's practice involves expanded wealth management strategies for asset accumulation, wealth preservation, and legacy planning. Incorporated into these are the disciplines of goal-setting, asset allocation, liability management, tax minimization, estate planning and trust services.

Although Alice’s career in financial services spans three decades, she is a former concert bassoonist, with a passion for 19^th century European history. She began her academic studies at Boston University’s School of Music, and after a shift in direction, studied at Harvard University Graduate School of Arts and Sciences. 

Alice is a Board Member of The Lyric Chamber Music Society of New York City. She also is a Member of the American Heart Association/New York City Chapter Advisory Council, and a Member of the Board of Believers of You Gotta Believe.

Amber Soden is a Financial Advisor and Portfolio Manager in the Omega Program based in the Chrysler East office in Midtown Manhattan, steps from Grand Central Station. She focuses on helping individuals and families navigate life’s most complex financial transitions through comprehensive wealth management, retirement planning, and tailored investment strategies.

With a career in the financial services industry since 2007, Amber brings deep expertise in personalized portfolio management, operational excellence, and branch leadership. Her experience spans top firms including Fidelity Investments, Charles Schwab, and Merrill Lynch, which sharpened her ability to deliver high-level service to discerning clients.

Amber is known for her success in guiding clients through significant milestones—such as retirement transitions, divorce financial planning, inheritance and estate planning, and business exits. Her approach simplifies complexity and delivers strategic, tax-efficient solutions for long-term financial success. As an Omega Portfolio Manager, Amber offers a fee-based schedule, providing clients transparency, flexibility, and advice aligned with their best interests.

A cornerstone of Amber’s approach is financial education and coaching. She helps ensure clients thoroughly understand their portfolios—what they own, why they own it, and how it fits into their broader plan. Her dedication extends beyond managing wealth; she helps clients organize their financial lives with a focus on multi-generational estate planning, legacy building, and goal-oriented investing.

Amber serves clients both in-person and virtually, focusing on professionals, entrepreneurs, and families who value customized portfolio construction, clarity in decision-making, and a long-term advisory relationship.

Outside of work, Amber enjoys scuba diving, traveling, and fishing at her remote off-grid cabin in Ontario. She also enjoys carpentry projects, cooking, and exploring the vibrant culture and energy of NYC.