Kevin Henry

About Kevin Henry

Kevin T. Henry, who has worked in the financial services industry since 2008, joined Oppenheimer & Co. Inc. full time in June 2016 as an Associate Financial Advisor. Since joining Oppenheimer Mr. Henry has become a Portfolio Manager of Oppenheimer’s OMEGA Group, overseeing portfolios of a select group of clients, including busy professionals, families, and non-profit institutions. Throughout his career, and at Oppenheimer, Mr. Henry has made education and promoting financial literacy a cornerstone of his business. Mr. Henry regularly serves as a guest speaker or host of financial seminars for groups varying from beginning investors to pre-retirees and holds the Certified Planner Board designation from the Certified Financial Planning Board of Standards Inc. Before Mr. Henry joined Oppenheimer, he worked at PNC Financial Services, first as a personal banker and subsequently as an investment advisor. He earned a Bachelor’s of Science degree from Howard University and a Master’s of Business Administration degree from the University of Maryland. Outside of work, Mr. Henry is a self-described wine enthusiast, beer aficionado, philosopher, and avid (yet novice) cyclist. Mr. Henry resides in Northeast Washington DC with his wife Stephanie. I am licensed in the following states: DC, FL, IL, IN, MD, NJ, VA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Experience

1. Financial Advisor

   Oppenheimer & Co. Inc.

   Jun 2016 — Present · Washington, DC, US

Education

• Howard University

  Bachelor's Degree, International Business - Finance

  2004 — 2008

• University of Maryland - Robert H. Smith School of Business

  Master of Business Administration (M.B.A.), Finance and Financial Management Services

  2014 — 2016

Skills

• 401(K) Rollovers
• Retirement-Plan Consulting
• Estate Investment Strategies
• Tax-Efficient Strategies
• Asset Allocation
• Risk Management Strategies
• Wealth-Preservation Strategies