The Peregrine Private Client Group of Oppenheimer & Co. Inc. - Financial Advisor in San Francisco, CA | WiserAdvisor.com

The Peregrine Private Client Group of Oppenheimer & Co. Inc. has over 100 years of combined wealth management experience helping our clients and their families build long-term financial security. Not only do we focus on the technical aspects of our work, we also love what we do! We are passionate about providing you with objective advice, tailored specifically to your financial needs. Whether you are planning for a liquidity event, looking to grow your investment portfolio, or transitioning wealth to the next generation, we will help build and manage your financial plan so that you can focus on life, family, and the things that matter most to you. Forbes/SHOOK Best-In-State Wealth Management Teams for 2023 & 2024 Award <a href=" https://www.oppenheimer.com/legal/award-criteria.aspx" rel="ugc,nofollow" >Award Criteria (Openheimer.com)</a>

The Peregrine Private Client Group of Oppenheimer & Co. Inc.

Dave Carey, Managing Director - Investments is a founding member of The Peregrine Private Client Group of Oppenheimer & Co. Inc. Together with his team, Dave provides wealth management services to entrepreneurs, corporate executives, affluent individuals and families, charitable entities, as well as tax and legal professionals.

With over 35 years of experience in wealth management, Dave specializes in asset allocation, professional money management, and alternative investments for qualified investors. Dave is proud to lead a team of highly-experienced professionals dedicated to providing their clients with objective advice and a level of service that goes beyond traditional investment advisory.

He is a member of Oppenheimer's prestigious Chairman's Council, which recognizes the Firm's Top 40 Financial Advisors and is also a member of The President's Advisory Council of Oppenheimer Asset Management, Inc. ("OAM"). He is a member of FINRA's NYSE Hearing Board, a Trustee of the Compassionate Friends Foundation, and is a past Trustee of the Drew School. Additionally, Dave was named as a 2022, 2023 & 2024 Best-In-State Wealth Advisor by Forbes/Shook.

Dave received his Certified Investment Management Analyst&reg; designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania. He received his undergraduate education from the State University of New York at Buffalo. Dave holds the FINRA Series 3, 7, 8, 63 and 65 registrations. <a href=" https://www.oppenheimer.com/legal/award-criteria.aspx" rel="ugc,nofollow" >Award Criteria (Openheimer.com)</a>

Nick Sterling is an Associate Financial Professional with The Peregrine Private Client Group at Oppenheimer & Co. Inc. He works with high net worth individuals and creates comprehensive financial and retirement plans, helping to serve as a roadmap for clients' long-term planning. He knows transparency is a key aspect of building a trustworthy relationship.

Over the course of his career, Nick has developed a reputation for providing individualized, white glove service. He began his career at Charles Schwab & Co., Inc. in their Financial Consultant Academy. During his wealth management training, he focused on supporting clients efficiently through a variety of trading and investment services. Nick then joined JPMorgan Chase as a Chase Private Client Banker, managing day-to-day banking, investment and home-lending needs of his book of clients.

Nick grew up in Northern California and earned his BA in Finance from the University of Oregon - Charles H. Lundquist College of Business. He is an avid collegiate and professional sports fan who loves to get out on the golf course on the weekends. He enjoys outdoor activities, especially fly fishing & hiking with his two dogs & wife.

Eric Schulkin is the Director of investments with The Peregrine Private Client Group at Oppenheimer & Co. Inc. Eric helps clients understand and address their financial needs through developing dynamic financial and investment strategies. He is experienced in retirement and education planning, managing inheritances and navigating liquidity events through a holistic equity and risk management analysis. Eric's clients span various industries including law, media, medicine and advertising with a focus on executives and entrepreneurs in technology.

Eric joined Oppenheimer in January, 2018 after spending several years with a wealth management firm in Santa Monica. Eric holds the Certified Financial Planner designation from the Certified Financial Planner Board of Standards Inc. and holds FINRA Series 6, 7, 63, 65 licenses as well as a California Insurance License (#0J02640).

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