Meet The Team

   
  • A personal touch – we strive to build personal relationships with each of our clients and believe there is value in prompt, in-person service. We listen to what you say and then develop a customized strategy that aligns with your best financial interests.

  • Unconventional ideas, results-oriented – we believe in challenging conventional investment strategies and, using data-driven analysis to take calculated risks. As we learn more about your financial goals, we take a proactive approach to adjusting your financial plan.

  • We love what we do – our team is comprised of empathetic problem solvers committed to serving you. We understand that managing your finances can be stressful and our goal is to help ease the burden as much as possible.

 

   
   

David Carey, CIMA®
Managing Director – Investments

Dave Carey is the founding member of The Carey Group at Oppenheimer & Co. Inc. (“Oppenheimer”), which provides wealth management services to entrepreneurs, corporate executives, affluent individuals and families, charitable entities and tax and legal professionals.

Read More...


Brian Murphy, AIF®
Senior Director - Investments

As Senior Director – Investments, Brian Murphy takes a holistic approach to client service, supporting his clients in everything from insurance and asset allocation to tax efficient investment strategies.

Read More...


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.

 Read More...


Eric Schulkin, CFP®
Financial Advisor

Eric Schulkin is a Senior Financial Advisor with The Carey Group of Oppenheimer & Co. Inc. Eric helps clients understand and address their financial needs through developing dynamic financial plans and investment strategies. 

Read More...


Mitchell J. Hickey, CFP®
Financial Wealth Associate

Mitch Hickey joined Oppenheimer & Co. Inc. (“Oppenheimer”) as an Associate Financial Advisor in July of 2015. He provides day-to-day support to a variety of clients through portfolio management, managing their cash flow needs, and designing and recommending holistic planning strategies.

Read More...


Steven Westhydeman
Senior Financial Associate

As part of The Carey Group at Oppenheimer in San Francisco, Steven's goal is to help the team operate as a cohesive unit by delivering performance analytics, portfolio generation, trade order entry and keeping historical data organized and current.

Read More...


Nick Sterling, CFP®
Senior Financial Associate

Nick Sterling joined Oppenheimer & Co. Inc. in October of 2018 as a Registered Client Service Associate. He supports the team by helping them create comprehensive financial and retirement plans, which help serve as a roadmap for clients long-term planning.

Read More...


Rhonda Richardson
Registered Client Service Associate

Rhonda, the newest member of The Carey Group, manages reporting and supports day-to-day client operations. Before joining Oppenheimer, Rhonda worked in the manufacturing industry after time at PricewaterhouseCoopers and a private equity fund.

Read More...