Oppenheimer Adds Joel Berry II to Expand Private Client Team Advising Athletes
Oppenheimer has hired Joel Berry II as a Financial Advisor in the Robinson Private Client Group based in Winston-Salem, North Carolina. The team specializes in advising high-net-worth individuals and elite athletes, particularly those navigating financial opportunities related to Name, Image, and Likeness (NIL). As of June 30, 2026, the group managed over $6 billion in client assets. Berry brings experience from his time at Truist Financial as well as a background playing college basketball for UNC and professionally. His firsthand understanding of athletic careers allows him to better serve athletes adjusting to new financial landscapes. He also currently works as an ACC Network commentator, adding media expertise to the team's offerings. The addition is part of Oppenheimer’s strategy to strengthen its wealth management services in North Carolina by expanding into underserved markets and offering tailored advice for individuals with unique income structures.
Topics: athletes NIL (Name, Image and Likeness) private client services wealth management