Oppenheimer Welcomes Joel Berry II and Expands North Carolina Private Client Team Focused on Advising Athletes

Addition Strengthens Robinson Private Client Group's Work with Athletes and Participants in the Evolving NIL Landscape

NEW YORK, Aug. 31, 2026 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer"), a leading wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced that Joel Berry II has joined the firm as a Financial Advisor with the Robinson Private Client Group in Winston-Salem, North Carolina.

Led by Tanner G. Robinson, AIF®, CFP®, Managing Director and Financial Advisor, the team advises high-net-worth individuals and families, elite athletes, institutions and corporations. Its highly customized approach combines disciplined investment management with proactive financial planning and a high-touch service model. As of June 30, 2026, the Robinson Private Client Group advised on more than $6 billion in client assets.

Berry joins Oppenheimer after several years with Truist Financial and will help expand the Robinson Private Client Group's work with current and former athletes, including student-athletes navigating the evolving Name, Image and Likeness (NIL) and revenue-sharing landscape.

"We are pleased to welcome Joel to Oppenheimer," said Ed Harrington, Executive Vice President and Head of Oppenheimer's Private Client Division. "He has a clear vision for how he wants to serve clients and build his practice, and our job is to help him bring that vision to life. That means giving him the platform and resources needed to succeed."

During his career, Berry has worked closely with athletes, including professional players and high school and collegiate student-athletes adjusting to the financial opportunities created by NIL. His own experience in college and professional basketball gives him a firsthand understanding of the pressures, responsibilities and decisions that can come with athletic success.

Before entering wealth management, Berry was a four-year starter and team captain for the University of North Carolina (UNC) men's basketball team. He earned his bachelor's degree from UNC and helped lead the Tar Heels to the 2017 NCAA national championship, earning Final Four Most Outstanding Player honors. He later played professional basketball and currently works as a commentator for the ACC Network.

"Joel brings real-world experience advising individuals, families and business owners, along with firsthand insight into the financial lives of athletes," Robinson said. "He understands how to build lasting relationships, ask the right questions and help clients make thoughtful decisions as their circumstances change. His perspective will strengthen our team and help us expand the range of people we serve."

Berry concluded, "My own career showed me how quickly life can change and how valuable it is to have trusted advice along the way. I bring that perspective to every client relationship, whether I am working with a family, a business owner or an athlete. Oppenheimer and the Robinson Private Client Group give me the resources and expertise to help people plan with confidence and make sound decisions about their future."

About Oppenheimer Holdings Inc.
Oppenheimer Holdings Inc., through its principal subsidiary Oppenheimer & Co. Inc. and related entities, provides a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, businesses and institutions. For more information, please visit www.oppenheimer.com.

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SOURCE Oppenheimer & Co. Inc.