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Marshall Dornfeld
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Marshall Dornfeld

National Director of Managed Business
 
Independent Financial Marketing Group, Inc.

Quogue, New York, 11959, United States

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About Marshall Dornfeld



Marshall Dornfeld is National Director of Managed Business for Independent Financial Marketing Group, Inc. In this role, Marshall Dornfeld leverages 25+ years of experience in finance toward managing the firm’s fee-based advisory business and group benefit programs. In his position since 2006, Marshall Dornfeld joined Independent Financial Marketing Group after a 15-year career with Oppenheimer & Co., Inc.

 

Marshall Dornfeld joined Oppenheimer in 1991 as Head of the Special Transactions Group, which specialized in the development of new investment strategies using a variety of innovative financial markets. Focused on helping a wide range of clients, Marshall Dornfeld developed investment strategies related to bonds, equities, and option markets. In 1994, Marshall Dornfeld continued advancing with the foundation of the Financial Services Group at Oppenheimer. The Financial Services Group delivered a number of valuable financial planning services related to retirement, insurance, and investments, among many other specialized products.

 

Marshall Dornfeld received a promotion to the position of Managing Director in 1995. In 2003, Marshall Dornfeld leveraged his position as Managing Director of Oppenheimer Asset Management toward the management of the firm’s Alternative Investment Group. Marshall Dornfeld served as Chairman of the Board and Principal Manager of the Advantage Advisor products through his management of the Alternative Investment Group. In 2005, while serving as Managing Director of Investments, Marshall Dornfeld founded an advisory practice specializing in managed accounts and retirement programs.

 

Marshall Dornfeld attended New York University for his Bachelor’s degree. A graduate of the Stern School of Business, Marshall Dornfeld began his professional career as a tax specialist for the Financial Services and Real Estate Group of Seidman and Seidman. Marshall Dornfeld next took on the role of Vice President for Kidder, Peabody & Co., Inc., where he specialized in the development of investment products and strategies.

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