Our Team - Oppenheimer & Co. Inc.
Our Team - Oppenheimer & Co. Inc.
Our Team - 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 the investment industry,<br />
after enjoying a prosperous fifteen-year career as a<br />
Senior Executive in healthcare services as both a CEO<br />
and COO of several national healthcare companies.<br />
Larry created the nation’s first national behavioral<br />
healthcare group practice management company<br />
and participated in that company’s IPO.<br />
Larry moved on from the healthcare industry to financial services, at<br />
PaineWebber, UBS Financial Services and finally <strong>Oppenheimer</strong> & <strong>Co</strong>. <strong>Inc</strong>.,<br />
where he has been a member of the <strong>Oppenheimer</strong>’s Chairman’s <strong>Co</strong>uncil, a<br />
prestigious recognition awarded to our top Financial Advisors since 2004.<br />
Larry focuses on assisting high net worth and institutional clients to establish<br />
a complete investment strategy for working toward their financial goals.<br />
Larry earned a B.B.A. degree from the University of Miami, Florida. He is<br />
an active participant in a number of charitable organizations including<br />
The Thalians and Lupus LA.<br />
(310) 446-7183 • lawrence.goldstein@opco.com<br />
Herbert A. Reznikoff<br />
Managing Director – Investments<br />
Herb Reznikoff joined <strong>Oppenheimer</strong> & <strong>Co</strong>. <strong>Inc</strong>.<br />
in August 1982. Herb was a member of<br />
<strong>Oppenheimer</strong>’s Chairman’s <strong>Co</strong>uncil, a prestigious<br />
recognition awarded to our top Financial Advisors,<br />
every year from 1997 till 2007. He earned his<br />
undergraduate degree at the University of Denver in<br />
1967 and his MBA at Washington University in 1969. Then, he moved to<br />
New York to work with start-up firm INSTINET, a pioneer in streamlining<br />
trading operations. In 1972, he moved into institutional sales at Lehman<br />
Brothers. In 1976, he began a hedge fund, J & S Financial, which he ran<br />
until joining <strong>Oppenheimer</strong>, where he services high-net-worth clients,<br />
corporations and not-for-profit institutions.<br />
Herb and his wife have a combined family that consists of five children<br />
and seven grandchildren. He sits on the Boards of Directors of the Jewish<br />
Federation of Los Angeles, the Jewish <strong>Co</strong>mmunity Foundation of Los<br />
Angeles and Jewish Home for the Aged. He is active with the Israel Tennis<br />
Centers and has chaired the Southern California region. As chair of the<br />
Eliot Society, he helps coordinate fund-raising in Southern California for<br />
Washington University. Since 1977, he has also been a publisher of fine<br />
art photography by artists who have exhibited at the International Center<br />
of Photography and the Museum of Modern Art.<br />
(310) 446-7256 • herbert.reznikoff@opco.com<br />
Kathy O’Daly<br />
Associate Director – Investments<br />
Kathy O’Daly joined <strong>Oppenheimer</strong> & <strong>Co</strong>. <strong>Inc</strong>. in 2009.<br />
She has spent more than 12 years in the financial<br />
services industry, including a role in the international<br />
mortgage-banking division as a Vice President at<br />
General Electric. She earned her B.A. in Economics at<br />
the University of California at Los Angeles (U.C.L.A)<br />
and her M.B.A. in Finance at Pepperdine University.<br />
A former professional tennis player on the WTA tour, Kathy is active in<br />
numerous charities in the greater Los Angeles area, including Challenge<br />
for Charity, ADA Tour de Cure, the Revlon Run/Walk for Women and the<br />
Cedars-Sinai Sports Spectacular.<br />
(310) 446-7107 • kathy.o’daly@opco.com<br />
Celia T. Evereklian<br />
Registered Client Service Associate<br />
Celia Evereklian launched her financial industry<br />
career in 2006 with A.G. Edwards & Sons, <strong>Inc</strong>., now<br />
Wells Fargo Advisors, in McLean, Virginia. Celia joins<br />
us as a Registered Client Service Associate. As such,<br />
Celia provides proactive client services and<br />
administrative support. She is also a Notary Public<br />
in California.<br />
Celia received her B.S. degree from the Robert H. Smith School of Business<br />
at the University of Maryland with a double major in Finance and Logistics<br />
and Supply Chain Management. She is fluent in Armenian and enjoys<br />
lacrosse, dance, bartending and cooking.<br />
(310) 446-7507 • celia.evereklian@opco.com<br />
Aydan Mirza<br />
Paradigm Marketing Associate<br />
Aydan Mirza joined <strong>Oppenheimer</strong> & <strong>Co</strong>. <strong>Inc</strong>. in<br />
January 2005. As a Marketing Associate with The<br />
Paradigm Private Client Group of <strong>Oppenheimer</strong> & <strong>Co</strong>.<br />
<strong>Inc</strong>., Aydan provides exceptional operational and<br />
client support. She is also a Notary Public in California.<br />
Aydan received a BA from the California State University at Northridge<br />
with a major in Sociology. Aydan volunteers as Secretary General with<br />
the Azerbaijani-American <strong>Co</strong>uncil and speaks Russian, Turkish, Azeri and<br />
English fluently.<br />
(310) 446-7201 • aydan.mirza@opco.com<br />
<strong>Co</strong>mpliance Approval Required<br />
Ronald L. Gershon<br />
Senior Director – Investments<br />
Ron started his career in the financial services industry<br />
in 1992 as an Account Executive at Morgan Stanley<br />
Dean Witter. In 1995, Ron joined UBOC Investment<br />
Services where he was a Senior Investment Specialist.<br />
He works with clients in the areas of financial wealth<br />
management and retirement planning and is also an<br />
Industry Arbitrator for the National Association of Securities Dealers.<br />
Earlier in his career Ron worked in the entertainment industry with a<br />
background in music. Ron earned a B.B.A. degree in International Finance<br />
and Marketing from the University of Miami, Florida and attended<br />
Southwestern University School of Law. He is an accomplished<br />
sportsman, whose hobbies include hockey, auto racing, bicycling, skiing,<br />
tennis, golf and hiking.<br />
(310) 446-7219 • ronald.gershon@opco.com<br />
<strong>Oppenheimer</strong> & <strong>Co</strong>. <strong>Inc</strong>.<br />
10880 Wilshire Boulevard<br />
Los Angeles, CA 90024<br />
(800) 421-4314 TOLL FREE<br />
(310) 446-7422 FAX<br />
Visit our website for current market comments,<br />
http://fa.opco.com/paradigmprivateclientgroup/<br />
For over a century, we have been committed to helping clients invest<br />
and preserve money wisely. As a leading investment bank and fullservice<br />
investment firm, we are dedicated to providing independent<br />
financial advice, a full spectrum of traditional and nontraditional<br />
products and solutions and responsive client service to individuals,<br />
families, corporate executives, businesses, and institutions.