Our Team
JEFFREY T. MONTVILLE
Jeffrey carries various securities and insurance/annuity licenses which allow him to offer a variety of investment solutions.
As a Senior Director – Investments, Jeff acts as a Financial Advisor to individuals, families, businesses and corporate executives. Jeff has detailed knowledge on a variety of investments and investment strategies which he uses when analyzing and constructing customized portfolios.
As a Branch Manager - Jeff oversees other advisors and staff members. He drives productivity as well as professional and personal growth through strong relationships with the members of his team.
Jeffrey has over 30 years of experience in the financial services industry and he joined Oppenheimer & Co. Inc. in 2006. A lifelong resident of Connecticut, Jeff was educated at Sacred Heart University in Fairfield and currently resides in Brookfield with his wife and three children.
JAMES STEVENS
Jim brings 30 years of investment experience to Oppenheimer & Co. Inc. He is a Director – Investments / OMEGA Portfolio Manager and has been working with High Net-Worth individuals, families, family offices, and small institutions for the past eighteen years. Previously Jim worked with numerous C-Suite executives and Board Members coordinating Restricted Stock sales, Stock Option Exercises, Private Placements and corporate share repurchases. His exposure to a diverse set of investment products has allowed him to work directly with CPAs, Attorneys and bankers, facilitating client solutions, resolving the thorny issues, all the while, focusing on delivering exceptional client experiences.
Meaningful client relationships have cemented a deep belief in Jim that Wealth Management is not just managing securities, but involves a holistic understanding and appreciation of a client’s entire financial situation. This comprehensive approach begins with listening to clients’ needs to help ensure strategies and investments match their desired outcomes while managing the overall client risk level. As an OMEGA Portfolio Manager, Jim acts as a Fiduciary for his clients, which is the highest legal standard in the financial services industry. This combination of client focus and accountability helps Jim orchestrate and simplify complex investment opportunities, and provide clients clarity, confidence, and a clear vision of their investment plan.
Jim graduated from Manhattan College with a degree in Economics. He holds the FINRA Series 7, 9/10, 63, 65 and 66 registrations. He is also licensed for Insurance in CT, NY and NC.
Jim lives in New Canaan with his wife and two daughters. He’s athlete of all shapes and forms from running to cycling, pickle ball to hockey…and occasionally golf. Jim is an active member of the Cystic Fibrosis community thru fundraising and advocacy, and is a member of the Knights of Columbus.
