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Brian Ogden

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Brian Ogden

Executive Director - Investments, Portfolio Manager, OMEGA Portfolio Management at Oppenheimer & Co | Oppenheimer & Co. Inc.

San Diego, California, United States

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Brian Ogden

Summary

Brian Ogden is a seasoned financial advisor and portfolio manager with over 41 years of experience in the financial services industry. Currently serving as an Executive Director at Oppenheimer & Co., he specializes in personalized investment strategies and comprehensive financial planning tailored to individual client needs. His expertise encompasses a wide range of financial services, including 401(k) rollovers, wealth management, and risk management strategies. Brian holds multiple securities licenses across various states and is also licensed for life and health insurance in select states. Outside of his professional life, he is actively engaged in local youth athletic programs alongside his wife, Kathie. Together, they are proud parents of two grown children and reside in North San Diego County. Brian's extensive experience and personalized approach make him a valuable asset in the financial advisory space.

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Technical Background

Leadership Experience

Long-Term Tenure

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Industry-specific interests

Leadership Development

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Corporate Experience

Brian Ogden

Work Experience

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Executive Director - Investments, Portfolio Manager, OMEGA Portfolio Management at Oppenheimer & Co at

Oppenheimer & Co. Inc.

May 2010 - Present

💼

First Vice President - Investments at

Morgan Stanley Smith Barney Holdings

November 1981 - May 2010

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Brian Ogden

Education

College Opt-Out

Frequently Asked Questions about Brian Ogden

What is Brian Ogden email address?

Brian Ogden's primary email address is ***********@opco.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brian Ogden work for?

Brian Ogden is a Executive Director - Investments, Portfolio Manager, OMEGA Portfolio Management at Oppenheimer & Co at Oppenheimer & Co. Inc., a company specializing in Special Food Services.

Where Brian Ogden graduated from?

Brian Ogden holds a degree in Business, Finance from College Opt-Out.

How can I directly contact Brian Ogden?

To contact Brian Ogden directly, you can use the email address ***********@opco.com. Complete contact information is available upon registration with Muraena.

Who is Brian Ogden?

Brian Ogden is a seasoned financial advisor and portfolio manager with over 41 years of experience in the financial services industry. Currently serving as an Executive Director at Oppenheimer & Co., he specializes in personalized investment strategies and comprehensive financial planning tailored to individual client needs. His expertise encompasses a wide range of financial services, including 401(k) rollovers, wealth management, and risk management strategies. Brian holds multiple securities licenses across various states and is also licensed for life and health insurance in select states. Outside of his professional life, he is actively engaged in local youth athletic programs alongside his wife, Kathie. Together, they are proud parents of two grown children and reside in North San Diego County. Brian's extensive experience and personalized approach make him a valuable asset in the financial advisory space.

Brian`s contact details

mail

***********@opco.com

******@oppenheimer.com

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