Jonathan I. Shenkman
Shenkman Private Client Group of Oppenheimer & Co. Inc.
Industry: Investments | Financial Planning | Insurance | Corporate Retirement Plans
Jonathan I. Shenkman is a Financial Advisor, OMEGA Portfolio Manager, and a member of the Shenkman Private Client Group of Oppenheimer & Co. Inc. Jonathan and his team work with clients to recommend an overall financial strategy and put them on track to achieve their financial objectives. Jonathan’s focus is on working with multigenerational families, endowments, and businesses to define and translate their values into a comprehensive and customized investment strategy.
In addition to advising more established clients who have already achieved a significant level of wealth, Jonathan is also passionate about working with individuals who are still building their nest egg. He enjoys educating and assisting these “emerging millionaires” to ensure that they develop the right investing and financial planning habits early in their careers.
Jonathan has spent his entire career in the investment business. Before joining Oppenheimer & Co. Inc., Jonathan ran a boutique wealth management practice at Morgan Stanley where he managed the liquid capital for C-level executives, real estate investors, entertainment professionals, and partners at major law and accounting firms. Prior to Morgan Stanley, Jonathan spent time at Merrill Lynch where he was a partner in a financial planning practice that worked with professional athletes and business owners. Additionally, Jonathan has experience working in the research department of several buy side investment firms.
Jonathan received a B.S. in Finance from Yeshiva University and an M.B.A. with a concentration in Real Estate from Baruch College. He holds the General Securities Representative License (Series 7) and the Uniform Combined State Law License (Series 66). Jonathan is licensed to sell Life, Disability, and Long-Term-Care insurance in New York, New Jersey, Florida, and California.
Jonathan resides in Riverdale, NY with his family and enjoys traveling, biking, and matchmaking.