Brian Fenlin

Background

About Brian Fenlin

I’m an Executive Director – Investments at Oppenheimer & Co. Inc. I joined the Firm in December, 2013 and co-lead a wealth management team headquartered in Radnor, PA and offer comprehensive wealth management services to founders, members of senior management, and professionals. I help my clients address challenging scenarios that include experiencing outsized transitional financial events, illiquid assets in private and publically-held companies, and concentrated equity positions. In addition, I offer institutional research to hedge funds and mutual funds ranging from $200 million to $500 billion in AUM. General Securities Representative License (Series 7) and the Uniform Combined State Law Examination (Series 66). I am licensed in the following states: CA, CO, CT, DC, DE, FL, MA, MI, MO, NH, NJ, NY, NC, PA, and TX. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states. Links are being provided for information purposes only. Please go to SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.