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PROFESSIONAL PROFILE

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The Israelite Group

of Oppenheimer & Co. Inc.
500 W Madison St Suite 3800
Chicago, IL 60661
Office: 312-360-5624
dan.israelite@opco.com
www.oppenheimer.com/theisraelitegroup

Professional Approach

Determining how to balance your family’s financial wellbeing and tolerance for risk is crucial to long-term success.

Our collaborative approach lets you focus on the big picture, joyful milestones and family experiences, while we pay constant attention to the day-to-day stresses. Setting goals and continually revisiting them moves us forward along the path, together.

To support your journey, we can use all available financial instruments. This may include careful selection from a vast array of independent investment vehicles.

By facilitating multigenerational communication in combination with independent advice, we provide you with the knowledge and action plan to help achieve financial longevity.

Daniel Israelite

Managing Director - Investments

Phone: 312-360-5624
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From an early age, Dan was spellbound by mathematics and logic puzzles. He frequently assisted his older brother with math homework and listened intently to his father’s stories about “SPOOs”, bond yields, gold prices and Deutsche Marks.

 

These fascinations led Dan to study engineering at the University of Illinois. His undergraduate and graduate work focused on complex decision theory, combining mathematical and emotional viewpoints while optimizing the output of engineering teams. After graduating, Dan entered the field of data science and web technology, honing his client service skills and industry knowledge.

 

In 2004, Dan joined his father at Oppenheimer & Co. Inc. providing continuity to Jerry’s clients. Over the last 15 years, Dan and Jerry have combined their expertise in financial services with innovative decision theory techniques to help clients achieve long-term financial success.

 

Dan lives in Evanston, Illinois, with his wife and two sons, where they enjoy hiking, biking, and going to the beach. He participates in triathlons and completed his first Ironman race in Wisconsin in 2013. Involved in the local community, Dan has served on the boards of directors for organizations such as the McGaw YMCA, Evanston Scholars, the Ted Muller Camp Scholarship, Block Club Chicago and the Evanston Lighthouse Rotary Club.

Christopher Prince

Director - Investments

Phone: 312-360-5593
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Chris joined The Israelite Group of Oppenheimer & Co. Inc. in January, 2015, seeking to grow personally from the firm’s fundamental knowledge of global markets and client-centric values. He has always possessed an affinity for assisting others and he utilizes this passion to help clients set and address their financial goals.

 

Born and raised in Naperville, Illinois, Chris earned his bachelor’s degree in Finance and Investment Banking; Risk Management from the University of Wisconsin-Madison, School of Business in 2014. A high school All-American, and captain of the Wisconsin Varsity Men’s Soccer team, he had a successful and rewarding four-year college career.

 

Chris received the CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planning Board of Standards, Inc. He holds the FINRA Series 7 and 66 registrations and is also licensed as an agent for life and health insurance in the state of Illinois.

 

Currently, Chris serves on the Associates Board of the Chicago Fire Foundation. Previously he served on the Student Athlete Advisory Committee at the University of Wisconsin.

See Accomplishments
This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6273 Chicago-area wealth managers were considered for the award; 400 (6% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 5,549, 405, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 4912, 384, 8%, 10/1/22, 1/24/22 - 7/29/22; 2021: 5635, 386, 7%, 10/1/21, 12/28/20 - 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 - 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 - 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 - 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 - 8/3/17; 2016: 3411, 726, 22%, 9/1/16, 2/26/16 - 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 - 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 - 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 - 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 - 8/3/11.
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Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC

 

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.