Oppenheimer Holdings
Robert Daries is a seasoned financial professional with extensive experience in investment management and wealth advisory services. Currently serving as Senior Director - Investments and Senior Portfolio Manager at Oppenheimer & Co. Inc. since May 2021, Robert previously held the position of Wealth Management Advisor and Vice President at Merrill Lynch from November 2007 to May 2021. Prior roles include Financial Advisor at UBS from November 2001 to November 2007, Financial Advisor at Gruntal & Co. from December 2000 to November 2001, and Assistant Branch Manager at Josephthal & Co. from October 1996 to December 2000. Robert Daries is an alumnus of the University of Maine.
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