Meet the Team

David Carey, CIMA®
Managing Director – Investments

Dave Carey is a Managing Director – Investments in the Private Client Division of Oppenheimer & Co. Inc. “Oppenheimer”.  He focuses on wealth management, specifically wealth planning strategies, asset allocation and professional money management. His clients include entrepreneurs, corporate executives, certified public accountants, attorneys and sports personalities. He employs traditional as well as alternative investments for qualified investors.....

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Niley Shrestha, CPWA®
Senior Director – Investments

Niley Shrestha is Senior Director – Investments at Oppenheimer & Co. Inc. (“Oppenheimer”). In Niley's twenty eight years of experience, he has worked for Bear Stearns, Morgan Stanley, and at Oppenheimer (from 1996 to 1998). He rejoined Oppenheimer in 2005.....

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Eric Schulkin
Financial Advisor

Eric Schulkin is a Senior Financial Advisor at Oppenheimer & Co. Inc. (“Oppenheimer”). Eric joined the Firm after three years as an Investment Advisor Representative at a boutique wealth management firm in Santa Monica, CA. His client base spans various industries including technology, law, entertainment, media, medicine and advertising. While Eric's headquarters are in San Francisco, he has clients throughout California and the United States..... 

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Mitchell J. Hickey
Registered Client Service Associate

Mitch Hickey joined Oppenheimer & Co. Inc. (“Oppenheimer”) as an Associate Financial Advisor in July 2015. He provides day-to-day support of portfolio management, cash flow needs, and he designs and recommends holistic planning strategies. Mitch also conducts fundamental qualitative research and performs analysis on traditional and alternative investments..... 

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Steven Westhydeman
Registered Client Service Associate

Since 2015, Steven Westhydeman has been a Registered Client Service Associate at Oppenheimer & Co. Inc. (“Oppenheimer”). Steven supports a team of advisors by providing operations assistance for a variety of clients across a wide scope of requests. He has a broad knowledge base and wealth of experience responding to the needs of clients and advisors throughout the cycle of business.....

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