the paradigm private client group of oppenheimer & co. inc.

THE PARADIGM PRIVATE CLIENT GROUP OF OPPENHEIMER & CO. INC.
Lawrence I. Goldstein
Managing Director - Investments
Larry began his career in the investment industry,
after enjoying a prosperous fifteen-year career as
a Senior Executive in healthcare services as both
a CEO and COO of several national healthcare
companies. Larry created the nation’s first
national behavioral healthcare group practice
management company and participated in that company’s IPO.
Larry moved on from the healthcare industry to financial services, at
PaineWebber, UBS Financial Services and finally Oppenheimer & Co.
Inc., where he has been a member of the Chairman’s Council since
2004. Larry focuses on assisting high net worth and institutional
clients to establish a complete investment strategy for working
toward their financial goals.
Larry earned a B.B.A. degree from the University of Miami, Florida.
He is an active participant in a number of charitable organizations
including The Thalians and Lupus LA.
(310) 446-7183 • lawrence.goldstein@opco.com
Herbert A. Reznikoff
Managing Director - Investments
Herb Reznikoff joined Oppenheimer & Co. Inc. in
August 1982. A member of Oppenheimer’s
Chairman’s Council, a prestigious recognition
awarded to our top Financial Advisors, he has
been named to it each year since its 1997
inception. He earned his undergraduate degree at the University of
Denver in 1967 and his MBA at Washington University in 1969. Then,
he moved to New York to work with start-up firm INSTINET, a pioneer
in streamlining trading operations. In 1972, he moved into institutional
sales at Lehman Brothers. In 1976, he began a hedge fund, J & S
Financial, which he ran until joining Oppenheimer, where he services
high-net-worth clients, corporations and not-for-profit institutions.
Herb and his wife have a combined family that consists of five children
and seven grandchildren. He sits on the Boards of Directors of the
Jewish Federation of Los Angeles, the Jewish Community Foundation
of Los Angeles and Jewish Home for the Aged. He is active with the
Israel Tennis Centers and has chaired the Southern California region. As
chair of the Eliot Society, he helps coordinate fund-raising in Southern
California for Washington University. Since 1977, he has also been a
publisher of fine art photography by artists who have exhibited at the
International Center of Photography and the Museum of Modern Art.
(310) 446-7256 • herbert.reznikoff@opco.com
Ronald L. Gershon
Senior Vice President - Investments
Ron started his career in the financial services
industry in 1992 as an Account Executive at
Morgan Stanley Dean Witter. In 1995, Ron
joined UBOC Investment Services where he was
a Senior Investment Specialist. He works with
clients in the areas of financial wealth management and retirement
planning and is also an Industry Arbitrator for the National
Association of Securities Dealers.
Earlier in his career Ron worked in the entertainment industry with
a background in music. Ron earned a B.B.A. degree in International
Finance and Marketing from the University of Miami, Florida and
attended Southwestern University School of Law. He is an
accomplished sportsman, whose hobbies include hockey, auto
racing, bicycling, skiing, tennis, golf and hiking.
(310) 446-7219 • ronald.gershon@opco.com
Jacqueline Fauteux
Vice President - Investments
Jacqueline Fauteux launched her career in the
investment industry in 1997 at Bank of America
Investment Services in the Silicon Valley. In
1999, Jacqueline moved to Los Angeles to join
the Wells Fargo Private Client Services group.
She focused on fixed income and private client wealth management
before leaving to join Oppenheimer & Co. Inc.
Jacqueline graduated from the University of California, Santa Cruz.
She enjoys cooking, as well as English and Russian literature and is
an ardent Angels baseball fan.
(310) 446-7507 • jacqueline.fauteux@opco.com
Heidi Kendziera
Registered Client Service Associate
Heidi Kendziera began her career as a Registered
Sales Assistant with Associated Investment
Services in Chicago, Illinois. In 2003 she left
Associated to help launch Water Street Capital
Markets LLC, where she assisted with the
development of their Private Client Group. In 2005, Water Street
Capital Markets was acquired by First Suburban National Bank at
which time Heidi joined their Private Banking team and also assisted
with the establishment and maintenance of extensive loan portfolios.
Heidi received her B.A. from Knox College and her M.F.A. from
Northern Illinois University. She is also an active company member
and resident grant writer for Chicago’s Organic Theater Company.
(310) 446-7153 • heidi.kendziera@opco.com
Aydan Mirza
Marketing Associate
Aydan Mirza joined Oppenheimer & Co. Inc. in
January 2005 while simultaneously attending
the California State University at Northridge. As
a Marketing Associate with The Paradigm Private
Client Group of Oppenheimer & Co. Inc., Aydan
provides exceptional operational and client support. Aydan
volunteers as Secretary General with the Azerbaijani-American
Council and speaks Russian, Turkish, Azeri and English fluently.
(310) 446-7201 • aydan.mirza@opco.com
Oppenheimer & Co. Inc.
10880 Wilshire Boulevard
Los Angeles, CA 90024
(800) 421-4314 TOLL FREE
(310) 446-7422 FAX
Website: http://fa.opco.com/paradigmprivateclientgroup/
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For over a century, we have been committed to helping clients
invest and preserve money wisely. As a leading investment bank
and full-service investment firm, we are dedicated to providing
independent financial advice, a full spectrum of traditional and
nontraditional products and solutions and responsive client
service to individuals, families, corporate executives, businesses,
and institutions.

We provide investment advisory, wealth management
and institutional services to a broad range of
individuals, families and businesses.
We understand no two investors are alike. That is why our approach
begins with listening to you, understanding the whole picture and
then responding in a way deemed suitable for your needs and
circumstances. Sometimes that means developing a complete
investment strategy while at other times it means designing a specific
solution to help meet a unique need. At Oppenheimer, we appreciate
and respect these differences.
Wealth Management Services
• Planning Services 1
• Retirement Services
• Trust Services 2
• Estate and Succession Strategies
• Investment Consulting Services 3
– Portfolio Analysis
– Personal Investment Policy
– Asset Allocation
– Investment Manager Recommendations
– Portfolio Monitoring
– Consolidated Reporting
– Due Diligence
Institutional Investment Consulting Services
• Portfolio Analysis
• Investment Policy
• Asset Allocation
• Portfolio Monitoring
• Consolidated Reporting
• Due Diligence
• Investment Manager Recommendations
Investment Products and Services
• Equity and Fixed Income Securities
• Equity Research
• Exchange Traded Funds
• Options
• Mutual Funds
• Hedge Funds 4
• Portfolio Management
• Separate Account Management
• Sales of Restricted and Control Stock Strategies
• Hedging and Monetization Strategies
• Insurance and Annuities
• Retirement Plan Services
• Employee Stock Option Plans
• Employee Stock Purchase Plans
• Buybacks
• Deferred Compensation Plans
• Rule 10b5-1 Trading Plans
• Cash Management
Why Work with Us
Investment Experience
Our Financial Advisors have experience in a wide range of
client situations. They have the expertise and skills to
understand your needs and, together, with the appropriate
specialists will help develop a solution designed for you.
Independence
Our independence provides us the freedom to offer
objective advice. With access to a full range of traditional
and non-traditional investment products and services,
we are committed to developing a solution that is in your
best interest.
Entrepreneurial Culture
We think ahead. Flexibility, short lines of communication
and access to experts result in decisive action and tailored
solutions that are designed to help meet your unique
financial goals and objectives.
Personal Relationship
We sit on the same side of the table as our clients and
provide advice based on a deep understanding of their
needs. Creating long-term relationships that are built on
trust is our ultimate goal.
Oppenheimer
– A leading investment bank
– A full service investment firm
With roots tracing back more than a century,
Oppenheimer and its predecessor companies have been
pioneers in the financial services industry and are known
for their innovative work, particularly in relation to asset
management and equity research.
In January 2003, Fahnestock & Co. Inc. acquired
Oppenheimer & Co. and, in September of the same year,
adopted the name Oppenheimer for the combined
company. Oppenheimer is a leading investment bank and
full-service investment firm serving high-net-worth
investors, individuals, families, businesses and institutions
with a full suite of integrated asset management, capital
markets and private client services.
Fahnestock was founded in 1881 in New York City as a
privately owned full-services securities brokerage firm.
It successfully weathered the Great Depression and grew
steadily over the years, expanding significantly in the last
decade through acquisitions. Oppenheimer & Co. was
founded in 1950 when a partnership was created to act as
a broker-dealer and to manage related financial services. In
2008, Oppenheimer Holdings Inc. announced the close of
the acquisition of a major part of CIBC World Markets’
U.S. capital markets businesses.
Today, Oppenheimer occupies a unique position among
competitors, thanks to the dedication, expertise and
creativity of its people. The firm has been a groundbreaker
in securities research and asset management. Oppenheimer
professionals have earned the Firm an excellent reputation
among investors by being responsive to client needs, by
operating with the highest standards of objectivity and
integrity and by providing financial services that put clients’
interests first.

Oppenheimer & Co. Inc.
Corporate Headquarters
125 Broad Street
New York, NY 10004
(800) 221-5588
www.opco.com
1 If you select one or more of the advisory services (i.e.: Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management
Inc., we will be acting in an advisory capacity. If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the
Oppenheimer & Co. Inc. website, www.opco.com or call the branch manager of the office that services your account, for further information regarding the
differences between brokerage and advisory products and services.
2 Trust services are provided by Oppenheimer Trust Company.
3 Consulting services provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).
4 Alternative investments such as Hedge Funds and Fund of Funds are made available only to qualified investors and involve various degrees of risk.
Specific standards must be met before investing; generally; individual investors must have a net worth of $1.5 million and entities must have assets of at
least $5 million to invest.
The OMEGA Group is a program through Oppenheimer & Co. Inc. It offers a unique managed money program in which experienced Financial Advisors act
as portfolio managers for their clients.
OAM and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc.
(Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
This brochure is intended for informational purposes only. All information provided and opinions expressed are subject to change without notice. No part of
this brochure may be reproduced in any manner without written permission of Oppenheimer. Neither Oppenheimer, Oppenheimer Trust Company, nor OAM
provide legal or tax advice. However, your Oppenheimer Financial Advisor will work with clients, their attorneys and their tax professionals to help ensure all
of their needs are met and properly executed.
© 2009 Oppenheimer & Co. Inc. Member of All Principal Exchanges and Member SIPC
08-PBRO-74 (12/08)