Richard Danicic
Richard Danicic, Financial Advisor at Oppenheimer & Co. Inc. | New York, New York, United States
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Richard Danicic, as a seasoned Financial Advisor at Oppenheimer & Co. Inc., brings a wealth of expertise in delivering tailored investment solutions to high-net-worth individuals, expatriates, business owners, and foreign citizens seeking to navigate the complexities of the U.S. capital markets. In his current role, Richard leverages his extensive background in financial advisory services, asset allocation, and wealth preservation to craft comprehensive strategies that align with each client’s unique financial goals, risk tolerance, and estate planning needs. His approach emphasizes careful assessment and clear communication, ensuring clients understand the intricacies of their investment portfolios, including fixed income strategies, retirement savings, and estate investment strategies.
At Oppenheimer, Richard has been instrumental in managing sophisticated portfolios, focusing on diversification and risk management to optimize long-term growth and income stability. He actively collaborates with clients to develop customized retirement plan strategies, including 401(k) rollovers and retirement savings plans, ensuring their financial security across different life stages. His expertise in relationship management and financial services enables him to build lasting client partnerships based on trust and transparency.
Richard's industry experience extends beyond his current role; his early career specializing in futures and options contracts in regulated commodity markets provides him with a unique perspective on market dynamics and hedging strategies. This background enhances his ability to advise clients on complex investment instruments and market trends. Whether advising expatriates on cross-border wealth management or guiding business owners through succession planning, Richard Danicic remains committed to delivering strategic, client-centric financial solutions that foster wealth preservation and growth.
Richard Danicic, Financial Advisor at Oppenheimer & Co. Inc. in June 2017 to Present
Managing Partner at Capital Advisors, LLC in March 2010 to May 2017
Consultant at Chemonics International in January 2013 to January 2016
Founding Executive Director at American Chamber of Commerce in Montenegro in August 2008 to November 2009
Founding Executive Director at AmCham Serbia in February 2002 to June 2006
Senior Account Executive at Gombos International in January 1998 to January 2001
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Harvard University, Mid-Career Master in Public Administration, September 2026
Hawaii Pacific University, Bachelor of Science in Business Administration, September 1994 to September 1997
Frankfurt International School, September 1993
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Wealth Management Services
Financial Advisory
Multigenerational Wealth Transfer Strategies
Securities
Asset Allocation
Investment Strategies
Financial Services
Deferred Compensation Plans
Tax-efficient Investment Strategies
Estate Investment Strategies
Retirement Savings
Retirement Plan Consulting
401k Rollovers
Risk Management Strategies
Fixed Income Strategies
Stock Due Diligence
Wealth Preservation Services
Business Succession Strategies
Relationship Management
Insurance
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Discover more about Oppenheimer & Co. Inc.What is Richard Danicic email address?
Email Richard Danicic at [email protected] and [email protected]. This email is the most updated Richard Danicic's email found in 2026.
What is Richard Danicic phone number?
Richard Danicic phone number is +12126674406.
How to contact Richard Danicic?
To contact Richard Danicic send an email to [email protected] or [email protected]. If you want to call Richard Danicic try calling on +12126674406. (updated on December 17, 2024)
What company does Richard Danicic work for?
Richard Danicic works for Oppenheimer & Co. Inc.
What is Richard Danicic's role at Oppenheimer & Co. Inc.?
Richard Danicic is Richard Danicic, Financial Advisor
What industry does Richard Danicic work in?
Richard Danicic works in the Financial Services industry.
Richard Danicic Email Addresses
Richard Danicic Phone Numbers
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