Helios Group Brochure - Oppenheimer & Co. Inc.

Our TeamChristopher T. Odem, CIMA®Executive Director – InvestmentsAsset Management ConsultantPrivate Client DivisionChristopher Odem is one of thefounding members of The HeliosGroup. He entered the financialindustry in 1994 to focus exclusively on working with theConsulting Group of Oppenheimer Asset Management,Inc. Chris provides wealth management counsel primarilyto the clients of a select group of West Coast tax, legaland estate advisory firms.Chris attended the University of Southern Californiaand received a B.A. in Economics from Seattle PacificUniversity. In 1998 he received his Certified InvestmentManagement Analyst (CIMA ® ) designation from theInvestment Management Consultants Associationthrough the Wharton School at the University ofPennsylvania.Chris was born and raised in Seattle and currentlyresides in Bellevue, WA where he and his son enjoy golf,boating, and snow skiing.(425) 709-0440 | chris.odem@opco.comRobyn SabinRegistered Client Service AssociateRobyn Sabin is a key member ofThe Helios Group support team.She works directly with clients toensure that all the details of clientaccounts are implemented properlyand promptly. She joined the firm after seventeen yearswith Bank of America in the trust and investment division.Both The Helios Group and its clients should benefit fromRobyn’s operational experience and efforts.Robyn received a B.A. in Sociology/Economics from theUniversity of Washington. Born and raised in Seattle, Robyncurrently resides in Bothell, WA with her husband and twodaughters. She enjoys all sports, hiking, and biking.(425) 709-0436 | robyn.sabin@opco.comTrevor W. Sharp, CIMA®Financial AdvisorTrevor Sharp is a Financial Advisorof The Helios Group. Trevorprovides wealth managementcounsel primarily to the clients ofa select group of West Coast tax,legal and estate advisory firms.Trevor received a B.A. in Business Administration(Finance) from Seattle Pacific University. In 2006 hereceived his Certified Investment Management Analyst(CIMA ® ) designation from the Investment ManagementConsultants Association through the Wharton School atthe University of Pennsylvania.Trevor currently resides in Seattle with his wife and twodaughters. He enjoys travel, painting, and running.(425) 709-0437 | trevor.sharp@opco.comKathryn J. SuchRegistered Client Service AssociateKathryn plays a major role in TheHelios Group by supporting theadministrative and marketingaspects of the group. Kathrynjoined the firm after six years withUBS Financial Services. The Helios Group and its clientsshould benefit form Kathryn’s dedication to puttingclients’ needs first.Kathryn received a B.S. in Financial Services from SanDiego State University. She currently resides in Seattlewith her husband and son. Being an outdoor enthusiastshe enjoys anything in nature, especially backpacking,bike riding, and photography.(425) 709-0439 | kathryn.such@opco.com