Our Team

With over three decades of experience in the financial services industry, Brian has been a trusted advisor, guiding clients through complex wealth management strategies to achieve their financial goals. Since joining Oppenheimer in 1998, he has served as a Managing Director – Investments in the Philadelphia, PA, and Haddon Township, NJ offices where he delivers personalized financial solutions tailored to each client’s unique needs.

Brian’s dedication to excellence and consistent performance and commitment to his clients have secured him a spot on Oppenheimer’s distinguished Chairman’s and Executive Council for over 20 consecutive years.

A proud graduate of Shippensburg University, Brian earned his Bachelor of Science in Business Administration (magna cum laude) in 1980. He holds an impressive array of professional licenses, including the General Securities Representative License (Series 7), Uniform Securities Agent State Law License (Series 63), Uniform Investment Advisor License (Series 65), and Municipality Advisor License (Series 51). Brian is also licensed as a Life and Health Insurance agent in Pennsylvania, New Jersey and many other states.

Brian resides in Medford, NJ, with his wife and is the proud father of three adult children. In his free time, he enjoys an active lifestyle, with a particular passion for racquetball, softball, and snow skiing.

Kristin Marinis is a dedicated financial professional with over a decade of experience helping individuals and families achieve their financial goals. Since joining The Walsh Group of Oppenheimer & Co. Inc. in 2012, blending her expertise in financial planning with her passion for creating customized strategies to support her clients’ success.

A 2009 graduate of The University of Scranton, Kristin earned her Bachelor of Science in Marketing with a minor in Finance, graduating cum laude. During her academic career, she was inducted into Beta Gamma Sigma, the international honor society recognizing business excellence, and served as Vice President of Omega Beta Sigma, The Women’s Business Honor Society.

Kristin holds several professional licenses, including the General Securities Representative License (Series 7), General Securities Sales Supervisor License (Series 9 & 10), and the Uniform Combined State Law License (Series 66). She is also licensed as a Life and Health Insurance agent in the state of New Jersey as well as her CLTC designation for Long Term Care planning.

Motivated by a passion for financial planning, Kristin earned the Certified Financial Planner™ designation from the Certified Financial Planner Board of Standards in 2015. To further expand her expertise, she obtained the Certification for Long-Term Care™ (CLTC) from the Certitrek Group in 2019. This certification equips her with the knowledge to help clients navigate the complexities of long-term care planning and prepare for all stages of life.

Kristin’s commitment to building lasting relationships and delivering personalized financial solutions has made her a trusted and integral part of The Walsh Group.

In her spare time, Kristin is an avid runner and has completed several half marathons. She also enjoys traveling, snow skiing, and playing soccer with her husband, Paul, and her two children in Philadelphia, PA.

Paul Marinis is an accomplished financial services professional with over a decade of experience at esteemed firms, including Bloomberg L.P. and FS Investments. As a Financial Advisor with the Walsh Group of Oppenheimer & Co. Inc. Paul combines his expertise in financial technology and client management to offer a unique blend of technical proficiency and operational insight.

As the former Vice President of Investment Technology at FS Investments, Paul led a team of subject matter experts and directed systems for alternative asset management. He successfully spearheaded system integrations that enabled scalability to onboard additional funds and led the implementation of order management systems for multi-strategy, global equity, and credit funds. Earlier in his career, Paul worked at Bloomberg L.P., where he held multiple roles, including Asset and Investment Manager (AIM) Implementations Manager and AIM Trade Desk, assisting clients with system integrations and troubleshooting.

Paul graduated from the Kania School of Management at the University of Scranton in 2009 with a B.S. in Finance. He resides in South Jersey with his wife, Kristin, and their two sons. He enjoys spending quality time with his family and pursuing hobbies such as fishing, playing men’s softball, and golfing.

Irene Louie is a Client Service Associate supporting The Walsh Group of Oppenheimer & Co. Inc. She has been in the financial services industry for over 25 years and joined the firm in 1998. With a strong commitment to client service, she assists the group by managing account administration, handling client inquiries, and ensuring seamless day-to-day operations. Her extensive experience and detail-oriented approach allow her to provide personalized support, fostering strong client relationships and enhancing the overall client experience with professionalism and efficiency.