ADVISOR BIO

Brian Orr is a financial advisor with Oppenheimer & Co. Inc. who has been in the industry since 1979. Brian has a wide range of experience, having previously worked at RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, and Arthurs, Lestrade & Company Incorporated. Brian holds both a Series 63 and Series 65 license and is registered in 14 states to provide both brokerage and investment advisory services. Brian has a specialization in various areas, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Carol McCann is a financial advisor with Oppenheimer & Co. Inc., with over 27 years of experience in the industry. Carol holds the Series 7, 9, 10, 63, and 66 licenses. Carol has previously worked for Prudential Securities Incorporated and Wells Fargo Clearing Services, LLC. Carol specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Carol is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Edward Michael Kelly is a financial advisor with Oppenheimer & Co. Inc. Edward Kelly has been in the financial industry for over 9 years. Edward Kelly holds licenses in 28 states and is registered with FINRA and the SEC. He has earned the Series 7, SIE, and Series 99TO licenses. Edward Kelly specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Ellen M. Marcus is an experienced financial professional with over 20 years in the industry. Ellen Marcus has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Ellen is currently registered with Oppenheimer & Co. Inc. where she focuses on a variety of areas including: Portfolio Management, Financial Planning and Retirement Planning. Prior to Oppenheimer & Co. Inc. Ellen Marcus was with UBS Financial Services Inc. and Dreyfus Service Corporation.

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ADVISOR BIO

Galen John Greiner is a registered representative and investment advisor with Oppenheimer & Co. Inc. based in Monroeville, Pennsylvania. Galen has been in the securities industry since May 1983. Before joining Oppenheimer & Co. Inc., Galen was a registered representative with Janney Montgomery Scott LLC and Parker/Hunter Incorporated. Galen has passed the Series 7, Series 63, and Series 65 exams, as well as the Securities Industry Essentials Examination. Galen specializes in providing investment advice and portfolio management for individuals, businesses, pooled investment vehicles, and retirement plans.

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ADVISOR BIO

Gretchen Troiano is a registered investment advisor representative with Oppenheimer & Co. Inc. in Monroeville, Pennsylvania. Gretchen has been in the industry since 1994 and holds several licenses, including Series 7, Series 31, Series 63 and Series 65. She has previously worked at Citigroup Global Markets Inc. Gretchen specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Jitka Petronis is an investment advisor representative registered with Oppenheimer & Co. Inc. with over 13 years in the financial industry. Jitka Petronis is registered in 32 states and holds several industry licenses including Series 66, Series 10, Series 9, Series 99TO, SIE and Series 7. Jitka Petronis offers a wide range of investment advisory services including portfolio management for individuals, businesses and pooled investment vehicles as well as financial planning, pension consulting and selection of other advisers.

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ADVISOR BIO

Leonard Joseph Silvester is a registered representative with Oppenheimer & Co. Inc. Leonard has been in the industry since January 7, 1992 and has a wide range of experience in the financial services industry, including positions at RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, UBS Financial Services Inc., Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leonard is licensed in 22 states and has passed a number of industry exams including Series 7, 3, 31, 9, 10, 63 and 65. Leonard is also a member of the Northern Allegheny County Rotary Club and serves as Treasurer.

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ADVISOR BIO

Margery Loevner is a financial professional with over 40 years of experience in the securities industry. Margery currently holds a Series 7, Series 63, and Series 65 licenses and is registered with Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc., Margery worked at UBS Financial Services Inc., Kidder, Peabody & Co. Incorporated, Paine, Webber, Jackson & Curtis Inc., Blythe Eastman Dillon & Co. Incorporated, and Moore, Leonard & Lynch, Incorporated. Margery has a strong background in providing financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Monica Leister is a registered representative with Oppenheimer & Co. Inc. Monica has been in the financial industry since 2003. Monica is registered in multiple states. Monica offers financial planning, pension consulting, and portfolio management services. Monica has prior experience with Quasar Distributors, LLC. Monica has experience in the financial services industry since 2003.

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