Our Team

Stephen’s focus is managing portfolios in two of our Omega program investment styles. His experience includes financial service to families on five continents and he is gratified to continue advising third and fourth generation descendants of his earliest clients. He leverages the strengths of Oppenheimer’s Investment Bank to explore synergies with initiatives of entrepreneurs and business leaders among our clients.

At Merrill Lynch, Stephen helped launch the international discretionary portfolio service, served on two management advisory committees and as the international leadership group’s investment banking liaison. At Chase Manhattan Bank, he was a portfolio manager, promoted to international unit co-manager, then international investment & custody product manager. Other roles included 880 Fifth Avenue Corp. president, a state assemblyman’s advisory committee, Smart Money Magazine advisory board, and the NY Society of Security Analysts wealth management committee. He is a member of Society of Trust & Estate Practitioners (STEP.)

He and his wife are involved in countryside and historic preservation in Dutchess County, New York. Their architecture and landscape designs can be seen on Garden Conservancy Open Days.

Dennis Baum began his career in finance in 1967 at Bear Stearns as an international institutional salesman, which included extensive experience in Japan and northern Europe. He ended up running the department until his departure in August 1995. He then joined First Manhattan Co, an asset management boutique focused on value investing. In 2012 Dennis moved to Oppenheimer & Co. Inc., bringing his deep experience with value investing to complement the Firm’s financial and estate planning services.

Dennis is a 1966 graduate of the University of Vermont, majoring in Political Science with a minor in Economics. From 1966-1971, in addition to his work at Bear Stearns, Dennis was a Reservist serving with US Army Intelligence as a language specialist.

Dennis is an officer and board member of Selfhelp Community Services, New York City’s largest geriatric service provider. He is an officer and board member of the Leo Beck Institute, and a former Chairman of Neighbors Link in Mt Kisco, NY.   

Dennis has been married for over 50 years and has two sons on Wall Street.  He currently resides in Bedford, New York. Outside of work, Dennis is an avid tennis player and model railroad buff.

Daniel Stahlie has worked with Oppenheimer & Co. Inc. since 2007 and in the financial Industry since 1998. He was previously with Merrill Lynch, Inc. in New York, where he was part of a large team that served both international and domestic clients.

Daniel’s clients include both high net worth families and business owners. He has particular expertise in creating comprehensive investment plans that help his clients in realizing their long-term financial goals. Daniel’s approach to portfolio construction involves identifying investment opportunities with quantifiable historical results and matching them with his client’s tolerance for risk.

Daniel is an international championship level skier and participated in the 1992 Winter Olympics in Albertville, France where he represented Bolivia in several Alpine events.  Daniel is a graduate of Boston College with a B.A. in English and was part of the Boston College ski team.

Kevin’s career in finance grew out of a dedication to family. Joining Oppenheimer & Co. Inc. gave him the opportunity to work alongside his father, serving clients of many decades standing. His role comprises careful interviews and data gathering for aspects of finance that are particularly meaningful in our clients’ lives, including gifting, inheritance and legacies. Expanding on that service, Kevin focuses on helping younger generations and new clients plan for their families, now and into the future, through a consultative financial planning relationship.

Before starting his career in finance, Kevin held marketing and business development roles at top New York agencies. He holds a Bachelor of Fine Arts from Endicott College.

Kevin lives in Bedford, NY with his wife Patricia and their son Declan.

Nicholas began his career in finance with an overriding principle; attention to client service. Before coming to Wall Street, he was an entrepreneur, starting property management and lifestyle service businesses, which provided a valuable foundational experience.

His role provides a bridge between client financial needs and the contingencies of markets and regulatory requirements. He helps oversee managed portfolio trade execution, and assists clients who use Oppenheimer & Co. Inc. equity research to direct their own investments. Nic is entrusted by the team to assure that all transactional requests are met efficiently and promptly. He works from the firm’s Washington, DC office.

Nic graduated magna cum laude with a Bachelor of Business Administration in Finance from Hofstra University.

Rocco Petito brings to wealth management a diverse set of experiences in the financial services industry. He began his career in 1994 and joined Oppenheimer & Co. Inc. in 2001. Prior to joining a team to serve clients directly, he earned his supervisory licenses and served the midtown New York flagship office with Oppenheimer as the Branch Administration Manager with a main function of Compliance. He has also held other managerial roles including Branch Management Compliance Delegate and Branch Operations Manager, providing wide insight into our enterprise. Rocco leverages his experience and relationships throughout the Firm to help deliver a superior client experience.

Rocco was born and raised in Brooklyn, New York. He attended Xavier HS in New York City and CUNY Brooklyn College with a major in Graphic Arts and a minor in Economics.

His hobbies include drone flying, photography and spending time with his family.

Licenses include Series 7, 63, 9 & 10.