#United States #Winston-Salem #Oppenheimer Holdings #NIL Athlete #Joel Berry II

Oppenheimer Expands North Carolina Team with New Athlete-Focused Advisor

Oppenheimer & Co. Inc., a prominent wealth management and investment banking firm, proudly announces the addition of Joel Berry II to its North Carolina Private Client Group, specifically in Winston-Salem. This strategic move highlights Oppenheimer's dedicated focus on providing tailored financial advice to athletes and sports professionals.

The Vision Behind the Expansion

Led by the seasoned Tanner G. Robinson, the Robinson Private Client Group has developed a reputation for catering to high-net-worth individuals, families, and elite athletes. Their approach combines strategic investment management with proactive financial planning, ensuring clients receive personalized attention. As of mid-2026, the group oversees a significant $6 billion in client assets.

Joel Berry II joins the firm after a successful tenure at Truist Financial. His role is pivotal in broadening the team's reach, particularly among current and former athletes, as the landscape of financial opportunity evolves with the increasing significance of Name, Image, and Likeness (NIL) agreements, which have changed the way athletes can monetize their brands.

Ed Harrington, the Executive Vice President and Head of Oppenheimer's Private Client Division, stated, "Joel brings a clear vision for serving clients, and we are committed to providing him with the necessary resources to bring that vision to fruition."

A Unique Background in Sports

Berry's journey prior to wealth management included an impressive career as a four-year starter and team captain for the University of North Carolina men's basketball team. His leadership on the court aided the Tar Heels in clinching the 2017 NCAA championship, during which time he was honored as the Final Four Most Outstanding Player. Following college, he played professionally and currently serves as a commentator for the ACC Network.

The unique insights born from his experiences allow Berry to empathize with the financial pressures and opportunities athletes encounter. His expertise is invaluable in navigating the evolving NIL landscape, where collegiate athletes now have the chance to earn from their brand equity.

Enhancing Client Relationships

Joel is focused on establishing strong and lasting relationships with clients through understanding and addressing their specific needs. Tanner Robinson emphasized, "Joel brings real-world experience and insight that will undoubtedly strengthen our team and help us extend our services to more individuals."

Berry expressed his enthusiasm for joining Oppenheimer, stating, "My career taught me the importance of sound guidance in the face of fluctuating circumstances. I aim to bring that perspective to each client relationship, whether they are individuals, families, or athletes. Oppenheimer’s resources equip me to help clients plan effectively for their futures."

A Commitment to Excellence

This expansion reaffirms Oppenheimer's commitment to providing exemplary financial services to the athlete community amid a transformative period for college sports. With Berry on board, the firm aims to address the unique financial landscapes athletes face, ensuring they have the tools and knowledge to optimize their financial success.

The Robinson Private Client Group continues to be a leader in the field, combining sophisticated financial planning with a deep understanding of the sports industry. As Oppenheimer progresses, it remains dedicated to delivering unparalleled service to its clients, making it an essential ally for athletes navigating their careers in today's complex financial environment.