Our Team - 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 Oppenheimer’s Chairman’s Council, a
prestigious recognition awarded to our top Financial Advisors 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. Herb was a member of
Oppenheimer’s Chairman’s Council, a prestigious
recognition awarded to our top Financial Advisors,
every year from 1997 till 2007. 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
Kathy O’Daly
Associate Director – Investments
Kathy O’Daly joined Oppenheimer & Co. Inc. in 2009.
She has spent more than 12 years in the financial
services industry, including a role in the international
mortgage-banking division as a Vice President at
General Electric. She earned her B.A. in Economics at
the University of California at Los Angeles (U.C.L.A)
and her M.B.A. in Finance at Pepperdine University.
A former professional tennis player on the WTA tour, Kathy is active in
numerous charities in the greater Los Angeles area, including Challenge
for Charity, ADA Tour de Cure, the Revlon Run/Walk for Women and the
Cedars-Sinai Sports Spectacular.
(310) 446-7107 • kathy.o’daly@opco.com
Celia T. Evereklian
Registered Client Service Associate
Celia Evereklian launched her financial industry
career in 2006 with A.G. Edwards & Sons, Inc., now
Wells Fargo Advisors, in McLean, Virginia. Celia joins
us as a Registered Client Service Associate. As such,
Celia provides proactive client services and
administrative support. She is also a Notary Public
in California.
Celia received her B.S. degree from the Robert H. Smith School of Business
at the University of Maryland with a double major in Finance and Logistics
and Supply Chain Management. She is fluent in Armenian and enjoys
lacrosse, dance, bartending and cooking.
(310) 446-7507 • celia.evereklian@opco.com
Aydan Mirza
Paradigm Marketing Associate
Aydan Mirza joined Oppenheimer & Co. Inc. in
January 2005. As a Marketing Associate with The
Paradigm Private Client Group of Oppenheimer & Co.
Inc., Aydan provides exceptional operational and
client support. She is also a Notary Public in California.
Aydan received a BA from the California State University at Northridge
with a major in Sociology. 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
Compliance Approval Required
Ronald L. Gershon
Senior Director – 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
Oppenheimer & Co. Inc.
10880 Wilshire Boulevard
Los Angeles, CA 90024
(800) 421-4314 TOLL FREE
(310) 446-7422 FAX
Visit our website for current market comments,
http://fa.opco.com/paradigmprivateclientgroup/
For over a century, we have been committed to helping clients invest
and preserve money wisely. As a leading investment bank and fullservice
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
• Cash Management 3
• Investment Consulting Services for
Institutions and Individuals 4
– Customized Portfolio Analysis
– Investment Policy Statement
– Asset Allocation
– Investment Manager Selection
– Portfolio Construction
– Consolidated Reporting
– Manager Research and Due Diligence —
for Traditional and Alternative Investments
Investment Products and Services
• Equity Research
• Equity and Fixed Income Securities
• Exchange Traded Funds
• Options
• Mutual Funds
• Alternative Investments: Including Hedge Funds,
Fund of Funds and Private Equity 5
• Advisory Portfolios: Including Separate Accounts, Mutual Funds
and ETFs 4
• 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 3
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-service securities brokerage firm. It
successfully weathered the Great Depression and grew
steadily over the years, expanding significantly 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 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 client
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
Available for Institutional Investors Only.
4
Consulting services provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).
5
Alternative investments, such as Hedge Equity & Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
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.
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