Our Team

Gary is the Senior Partner of The Wise Group and he works intimately with individuals and families to help them determine what they want to achieve with their wealth, before guiding them in employing a tailored portfolio to accomplish those goals.

With more than thirty five years in wealth management, and over thirty years with Oppenheimer Gary offers a viewpoint that is rooted from experience. A long-term investor, he assists clients in keeping their composure in the midst of a variety of market conditions. He also stays informed of evolving tax and estate planning legislation to help clients anticipate critical stages in stewarding their wealth.

Gary has become a trusted advisor to families and civic organizations based upon the belief that focusing totally on a small group of clients for the long-term, is in the best interest of not only the clients, but future generations of their families.

A graduate of The University at Albany with a degree in Economics, Gary resides close to our Chrysler East NYC office with his wife, and two growing children. In his spare time he enjoys playing golf, and spending time with his friends and family.

Pat began his financial services career with Oppenheimer in 2017, where he has developed his skills and gained experience in investment planning, tax planning and preparation, retirement planning, and estate planning. He makes it his top priority to get to know clients well, assisting them in bringing their goals into clear focus.

Pat prides himself on being an invaluable asset for clients, helping to make challenging issues less complex, offering strategies and approaches designed to help them address their financial goals. Once he gets to know a client, he works to help that client understand the range of financial options that may be employed at various stages of life. As a Financial Advisor at Oppenheimer, Pat can help clients pursue their investment objectives by recommending individual, or any combination of, Oppenheimer approved third-party investment managers’ strategies, funds or portfolios.

Pat was born and raised on Long Island in the town of Floral Park. He attended Kellenberg Memorial High School and then stayed local to study accounting at Molloy University. When he’s not in the office, Pat enjoys playing softball, and spending time with friends and family.