Overview

The Aletheia Private Client Group is a team of six under the umbrella of Oppenheimer & Co. Inc. Our team has over 100 years of experience and backgrounds are ___ CFA, two CFP candidates along with one being a former investment banker and another with 35 years in the industry (2 SAs). Our model is to break the mold of Wall Street when it comes to allocation, planning, transparency of fees, et al. The Oppenheimer Umbrella allows us to do all of these things exceptionally well. We are looking to integrate/purchase practices in which deep comprehensive planning and investment allocation are of main consideration.

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6 months or more

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