Client Finder

View Accounts By

View All

Upgrade Now

To view your book of business, you will need
your AE# and client account numbers from two separate households.


Recent Clients

Log In

Forgot User ID?

Forgot Password?

Don't have an account? Register Now

Log In

You are already registered with us.
Please enter your password below to continue.

Forgot Password?

Don't have an account? Register Now

My Consultants


Contact Us


Transaction Alerts

Based on your transaction alert preferences, the following are the latest transaction alerts as of

All Transaction Details

Transaction Alerts

Get alerts when your client accounts have pending transactions, such as purchases over $10,000, full redemptions and more.

Set up your transaction alerts now!

Transaction Alerts

Please log in for transaction alerts

Forgot User ID?

Forgot Password?

Don't have an account? Register Now

Arthur P. Steinmetz

Chairman, CEO and President

Bw steinmetz 469x264


  • 32 YRS


  • 29 YRS


  • B.A. from Denison University
  • M.B.A. from Columbia University

Art’s long-held belief is that an active, high conviction approach to asset management benefits investors. Additionally, Art is passionate about advancing financial and mathematical literacy, which he believes are essential elements of the next generation’s success. He plays an active role in shaping OppenheimerFunds’ philanthropic initiatives, and serves on the Board of Trustees of the National Museum of Mathematics (MoMath) in New York City.

Show full biography
  • B.A. from Denison University
  • M.B.A. from Columbia University

On Twitter Now

@OppFunds Nov 20 Being CEO doesn’t require a plan, just the willingness to work hard & explore. Art Steinmetz’s journey @LinkedInpulse


Bw oppenheimerfunds smart beta etf 620x349

Press Releases

OppenheimerFunds Expands into Smart Beta ETFs with VTL

OppenheimerFunds announced an agreement to acquire VTL Associates, best known for its RevenueShares ETFs.

Bw linkedin influencer ceo art steinmetz oppenheimerfunds 620x349

Why OppenheimerFunds

CEO Art Steinmetz is a LinkedIn Influencer

Leader of OppenheimerFunds' offers tips on how to build successful businesses and careers.

Bw benefits of active management 620x349


The Benefits of Active Management for Investors

Brian Levitt

Senior Investment Strategist

Alec Young

Investment Strategist

Patient, active investment management is key to helping investors achieve long-term goals.

Bw 3972276042001 620x349


OppenheimerFunds CEO Steinmetz Teaches Math

First and second graders visiting the National Museum of Math got a CEO Tutorial.

Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )