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Associate Director - Investments,
Oppenheimer & Co. Inc.
Jonathan Shenkman is a financial adviser, portfolio manager and the founder of the Shenkman Private Client Group of Oppenheimer & Co. Inc. Jonathan works with clients and their other trusted advisers to develop an overall financial strategy, manage their investments and put them on track toward achieving their financial objectives. He focuses on managing money for multigenerational families that have experienced a significant liquidity event from the sale of a business or property, inheritance or other means.
Before joining Oppenheimer, Jonathan spent time at both Morgan Stanley and Merrill Lynch, where he worked with entrepreneurs, real estate investors, entertainers and partners at major law and accounting firms.
Jonathan is an active contributor in his field, having been published in Barron's, CCH, TaxStringer, WealthManagement.com, Trust & Estates Magazine, and The CPA Journal. He also hosts monthly symposiums for accountants and attorneys on various aspects of wealth management.