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

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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/ Visit our website for current market comments 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.
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