Sandy Lesser Email & Phone Number

Sandy has been in the financial service industry for more than 30 years and he has gained specialized insights which he leverages for the benefit of his clients. His areas of focus are both in professional asset management and corporate executive services. Sandy’s asset management background focuses on non correlated market strategies such as alternative investments for qualified investors and fixed income strategies. He strives to achieve risk adjusted returns that are aligned with each client’s unique goals and objectives. To accomplish this Sandy works in close collaboration with the Firm’s affiliate, Oppenheimer Asset Management Inc., and their financial planning department, as well as with clients’ trust and estate attorneys – helping clients manage and transfer wealth to future generations. Sandy also works with senior executives of publicly traded companies to diversify their overly concentrated asset base. Through his corporate and executive services work he navigates the complexities related to the public sale of insider, restricted and control securities also sometimes known as 144 transactions. Additionally he assists public companies’ ESOP programs via rule 10B5-1 for affiliates and for non-affiliates of the company, using advanced software programs that are available to companies he works with. Sandy works very closely with the Firm’s investment banking department when his corporate clients are looking for financing or to make an acquisition. Sandy also assists his corporate clients with cash management services as well as 401(k) advisory services. He is a proud member of Oppenheimer’s prestigious Executive Council which recognizes the top financial advisors in the firm and also the Firm’s Wealth Management Roundtable. He resides with his family in Manhattan. He is passionate about his work with children who have special needs and supports the special needs school, Children’s Academy. I am licensed in the following states: AZ, CA, CO, CT, FL, IL, ME, MD, MA, MN, NJ, NY, NC, OK, OR, PA, SC, TN, TX, VT, VA, WA, WY. Any information contained herein pertaining to 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 reside in those states.Links are being provided for information purposes only. Please go to http://www.opco.com/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.

• 

  Managing Director - Investments

  Oppenheimer & Co. Inc.

  Sep 1991 - Present