David Schoenkin

Services Offered

• Asset management
• Generational wealth transfer strategies
• Investment guidance
• Tax-efficient wealth management

About

David Schoenkin is a Managing Director based in New York, New York, specializing in asset management and generational wealth transfer strategies. He leverages over 30 years of experience in the financial industry to identify and quantify investment opportunities for his clients. David works closely with the Financial Planning Group and Corporate Executive Services at Oppenheimer to provide comprehensive, tax-efficient approaches to wealth management. His practice focuses on serving individuals and families looking to acquire, manage, and transfer wealth effectively.

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