Bio Jonathan I. Shenkman

See All Authors »

Jonathan I. Shenkman

Associate Director - Investments, Oppenheimer & Co. Inc.

Phone: 212.667.4296

Jonathan Shenkman is a financial adviser, portfolio manager and the founder of the Shenkman Private Client Group of Oppenheimer & Co. Inc. Jonathan works with clients and their other trusted advisers to develop an overall financial strategy, manage their investments and put them on track toward achieving their financial objectives. He focuses on managing money for multigenerational families that have experienced a significant liquidity event from the sale of a business or property, inheritance or other means.

Before joining Oppenheimer, Jonathan spent time at both Morgan Stanley and Merrill Lynch, where he worked with entrepreneurs, real estate investors, entertainers and partners at major law and accounting firms.

Jonathan is an active contributor in his field, having been published in Barron's, CCH, TaxStringer,, Trust & Estates Magazine, and The CPA Journal. He also hosts monthly symposiums for accountants and attorneys on various aspects of wealth management.

Latest Features

May 2020

10 Timeless Investing Principles

When times are good, it’s tempting to throw caution to the wind. This is especially true during a strong economic environment. Over the 11-year bull market, which ended in March, stocks rose steadily, ...

See More From: Saving for Retirement

Building Wealth
March 2020

Financial Planning for Another 'Lost Decade'

Investors have gotten used to hot returns over the years. What happens if stocks are flat (or worse) for years to come? That's a scary thought for those near retirement, but luckily there are some things you have control over. Here are some steps to consider taking now.

See More From: Building Wealth

Building Wealth
January 2020

Investors' Worst Enemy in 2020 Could Be Their Own Brains

Hindsight bias, recency bias and sunk cost fallacy are just three of several cognitive biases that investors need to overcome to achieve their financial objectives this year. To beat these biases, take your emotions out of the mix.

See More From: Building Wealth

Building Wealth
December 2019

Enjoy Your Latte and Retirement, Too

Don't feel guilty if you treat yourself almost every day. It's not the little indulgences that will sink your retirement plans. It's the big things. Focus on the following big-ticket items, not your daily cappuccino.

See More From: Building Wealth

Building Wealth
October 2019

Should You Fear The Next Bear Market?

That depends on whether you’re a young investor eager to grow your nest egg or a soon-to-be retiree anxious to protect it. If you're the latter, here's what you can do to help keep yourself safe.

See More From: Building Wealth