the paradigm private client group of oppenheimer & co. inc.
the paradigm private client group of oppenheimer & co. inc.
the paradigm private client group of oppenheimer & co. inc.
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THE PARADIGM PRIVATE CLIENT GROUP OF OPPENHEIMER & CO. INC.<br />
Lawrence I. Goldstein<br />
Managing Director - Investments<br />
Larry began his career in <strong>the</strong> investment industry,<br />
after enjoying a prosperous fifteen-year career as<br />
a Senior Executive in healthcare services as both<br />
a CEO and COO <strong>of</strong> several national healthcare<br />
<strong>co</strong>mpanies. Larry created <strong>the</strong> nation’s first<br />
national behavioral healthcare <strong>group</strong> practice<br />
management <strong>co</strong>mpany and participated in that <strong>co</strong>mpany’s IPO.<br />
Larry moved on from <strong>the</strong> healthcare industry to financial services, at<br />
PaineWebber, UBS Financial Services and finally Oppenheimer & Co.<br />
Inc., where he has been a member <strong>of</strong> <strong>the</strong> Chairman’s Council s<strong>inc</strong>e<br />
2004. Larry focuses on assisting high net worth and institutional<br />
<strong>client</strong>s to establish a <strong>co</strong>mplete investment strategy for working<br />
toward <strong>the</strong>ir financial goals.<br />
Larry earned a B.B.A. degree from <strong>the</strong> University <strong>of</strong> Miami, Florida.<br />
He is an active participant in a number <strong>of</strong> charitable organizations<br />
<strong>inc</strong>luding The Thalians and Lupus LA.<br />
(310) 446-7183 • lawrence.goldstein@op<strong>co</strong>.<strong>co</strong>m<br />
Herbert A. Reznik<strong>of</strong>f<br />
Managing Director - Investments<br />
Herb Reznik<strong>of</strong>f joined Oppenheimer & Co. Inc. in<br />
August 1982. A member <strong>of</strong> Oppenheimer’s<br />
Chairman’s Council, a prestigious re<strong>co</strong>gnition<br />
awarded to our top Financial Advisors, he has<br />
been named to it each year s<strong>inc</strong>e its 1997<br />
<strong>inc</strong>eption. He earned his undergraduate degree at <strong>the</strong> University <strong>of</strong><br />
Denver in 1967 and his MBA at Washington University in 1969. Then,<br />
he moved to New York to work with start-up firm INSTINET, a pioneer<br />
in streamlining trading operations. In 1972, he moved into institutional<br />
sales at Lehman Bro<strong>the</strong>rs. In 1976, he began a hedge fund, J & S<br />
Financial, which he ran until joining Oppenheimer, where he services<br />
high-net-worth <strong>client</strong>s, <strong>co</strong>rporations and not-for-pr<strong>of</strong>it institutions.<br />
Herb and his wife have a <strong>co</strong>mbined family that <strong>co</strong>nsists <strong>of</strong> five children<br />
and seven grandchildren. He sits on <strong>the</strong> Boards <strong>of</strong> Directors <strong>of</strong> <strong>the</strong><br />
Jewish Federation <strong>of</strong> Los Angeles, <strong>the</strong> Jewish Community Foundation<br />
<strong>of</strong> Los Angeles and Jewish Home for <strong>the</strong> Aged. He is active with <strong>the</strong><br />
Israel Tennis Centers and has chaired <strong>the</strong> Sou<strong>the</strong>rn California region. As<br />
chair <strong>of</strong> <strong>the</strong> Eliot Society, he helps <strong>co</strong>ordinate fund-raising in Sou<strong>the</strong>rn<br />
California for Washington University. S<strong>inc</strong>e 1977, he has also been a<br />
publisher <strong>of</strong> fine art photography by artists who have exhibited at <strong>the</strong><br />
International Center <strong>of</strong> Photography and <strong>the</strong> Museum <strong>of</strong> Modern Art.<br />
(310) 446-7256 • herbert.reznik<strong>of</strong>f@op<strong>co</strong>.<strong>co</strong>m<br />
Ronald L. Gershon<br />
Senior Vice President - Investments<br />
Ron started his career in <strong>the</strong> financial services<br />
industry in 1992 as an Ac<strong>co</strong>unt Executive at<br />
Morgan Stanley Dean Witter. In 1995, Ron<br />
joined UBOC Investment Services where he was<br />
a Senior Investment Specialist. He works with<br />
<strong>client</strong>s in <strong>the</strong> areas <strong>of</strong> financial wealth management and retirement<br />
planning and is also an Industry Arbitrator for <strong>the</strong> National<br />
Association <strong>of</strong> Securities Dealers.<br />
Earlier in his career Ron worked in <strong>the</strong> entertainment industry with<br />
a background in music. Ron earned a B.B.A. degree in International<br />
Finance and Marketing from <strong>the</strong> University <strong>of</strong> Miami, Florida and<br />
attended Southwestern University School <strong>of</strong> Law. He is an<br />
ac<strong>co</strong>mplished sportsman, whose hobbies <strong>inc</strong>lude hockey, auto<br />
racing, bicycling, skiing, tennis, golf and hiking.<br />
(310) 446-7219 • ronald.gershon@op<strong>co</strong>.<strong>co</strong>m<br />
Jacqueline Fauteux<br />
Vice President - Investments<br />
Jacqueline Fauteux launched her career in <strong>the</strong><br />
investment industry in 1997 at Bank <strong>of</strong> America<br />
Investment Services in <strong>the</strong> Sili<strong>co</strong>n Valley. In<br />
1999, Jacqueline moved to Los Angeles to join<br />
<strong>the</strong> Wells Fargo Private Client Services <strong>group</strong>.<br />
She focused on fixed in<strong>co</strong>me and <strong>private</strong> <strong>client</strong> wealth management<br />
before leaving to join Oppenheimer & Co. Inc.<br />
Jacqueline graduated from <strong>the</strong> University <strong>of</strong> California, Santa Cruz.<br />
She enjoys <strong>co</strong>oking, as well as English and Russian literature and is<br />
an ardent Angels baseball fan.<br />
(310) 446-7507 • jacqueline.fauteux@op<strong>co</strong>.<strong>co</strong>m<br />
Heidi Kendziera<br />
Registered Client Service Associate<br />
Heidi Kendziera began her career as a Registered<br />
Sales Assistant with Associated Investment<br />
Services in Chicago, Illinois. In 2003 she left<br />
Associated to help launch Water Street Capital<br />
Markets LLC, where she assisted with <strong>the</strong><br />
development <strong>of</strong> <strong>the</strong>ir Private Client Group. In 2005, Water Street<br />
Capital Markets was acquired by First Suburban National Bank at<br />
which time Heidi joined <strong>the</strong>ir Private Banking team and also assisted<br />
with <strong>the</strong> establishment and maintenance <strong>of</strong> extensive loan portfolios.<br />
Heidi received her B.A. from Knox College and her M.F.A. from<br />
Nor<strong>the</strong>rn Illinois University. She is also an active <strong>co</strong>mpany member<br />
and resident grant writer for Chicago’s Organic Theater Company.<br />
(310) 446-7153 • heidi.kendziera@op<strong>co</strong>.<strong>co</strong>m<br />
Aydan Mirza<br />
Marketing Associate<br />
Aydan Mirza joined Oppenheimer & Co. Inc. in<br />
January 2005 while simultaneously attending<br />
<strong>the</strong> California State University at Northridge. As<br />
a Marketing Associate with The Paradigm Private<br />
Client Group <strong>of</strong> Oppenheimer & Co. Inc., Aydan<br />
provides exceptional operational and <strong>client</strong> support. Aydan<br />
volunteers as Secretary General with <strong>the</strong> Azerbaijani-American<br />
Council and speaks Russian, Turkish, Azeri and English fluently.<br />
(310) 446-7201 • aydan.mirza@op<strong>co</strong>.<strong>co</strong>m<br />
Oppenheimer & Co. Inc.<br />
10880 Wilshire Boulevard<br />
Los Angeles, CA 90024<br />
(800) 421-4314 TOLL FREE<br />
(310) 446-7422 FAX<br />
Website: http://fa.op<strong>co</strong>.<strong>co</strong>m/<strong>paradigm</strong><strong>private</strong><strong>client</strong><strong>group</strong>/<br />
Visit our website for current market <strong>co</strong>mments<br />
For over a century, we have been <strong>co</strong>mmitted to helping <strong>client</strong>s<br />
invest and preserve money wisely. As a leading investment bank<br />
and full-service investment firm, we are dedicated to providing<br />
independent financial advice, a full spectrum <strong>of</strong> traditional and<br />
nontraditional products and solutions and responsive <strong>client</strong><br />
service to individuals, families, <strong>co</strong>rporate executives, businesses,<br />
and institutions.