Ronald Epstein

Ronald Epstein is an esteemed financial advisor with a wealth of experience in Private Wealth Management, specializing in traditional and alternative investment vehicles. His clients range from business owners, non-profit foundations, executives, and families. Before joining Oppenheimer & Co., Ron led high profile efforts at National Australia Bank, Noble Group, MarexSpectron, R.J. O'Brien & Associates, ED&F Man, and S&P Trading Corp. The focus of his work has been in the vibrant commodities sector, where he spent more than two decades leading various trade efforts.

Apart from his professional engagements, Ron also has a strong sense of community. He served as President of Temple Beth-El of Great Neck for seven years, one of the most respected Reform Synagogues in the United States, with years of managerial experience leading the storied congregation. He also advises and counsels several significant charities in the New York Metro area.

Ron received his education from New York University and is FINRA registered with Series 3, 7 & 66, providing financial services in NY, NJ, CT, FL, MA.