SS&C Advent

Oppenheimer & Co. Inc.'s flagship branch at 666 Third Avenue in New York is a hub for approximately 100 Financial Professionals. With over 30 years of history in the community, this office manages assets exceeding $20 billion for both domestic and international private clients and institutional relationships. The branch offers a wide range of financial services, including guidance on corporate cash management, futures, corporate stock options, and other executive services, fostering a culture of collaboration and innovation. Affiliated with Oppenheimer Asset Management Inc. and the Investment Banking department, the office emphasizes ongoing interactions to provide clients with a competitive edge. The branch's commitment to excellence is exemplified by the recent recognition of two of its advisors, Christopher Lazos and David Schoenkin, on the 2022 Forbes|SHOOK Best-In-State Wealth Advisors List. This achievement underscores Oppenheimer & Co. Inc.'s dedication to delivering top-tier financial advisory services to its clientele. Generated from the website content

SEI Archway is a financial advisory firm located in the heart of New York NY. Specializing in wealth management and investment strategies they provide tailored financial solutions to meet the unique needs of their clients. With a team of experienced professionals SEI Archway focuses on building long-term relationships and helping individuals and businesses achieve their financial goals. Generated from this place's information