Our Team - 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 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.
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Our Team - Oppenheimer & Co. Inc.

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