Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages ... .
) FORM 4. Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b) ... See Instruction 10 ... OPPENHEIMER HOLDINGS INC [OPY] 5 ... C/O OPPENHEIMER & CO ... C/O OPPENHEIMER & CO ... Oppenheimer Holdings Inc.