David Mathes Greenberg

Current Employers

Employment History

• 03/2008 → Present
  Oppenheimer & Co. Inc.
  Stamford, CT

Previous Registrations

• 2002-06-21 → 2008-04-09
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY

Other Businesses

1. TRUSTEE OF GREENBERG 2012 GIFT TRUSTS ESTABLISHED 11/21/2012. PROVIDE INVESTMENT ADVICE AND ACT AS SOLE TRUSTEE, 1 HOUR PER MONTH DURING BUSINESS HOURS. 2. CO-TRUSTEE OF TRUSTS UNDER THE WILL OF MOLLIE GREENBERG. I AM A CO-TRUSTEE WITH MY FATHER AND MY AUNT. I PROVIDE INVESTMENT ADVICE. THE GRANTOR IS MY GRANDMOTHER AND THE BENEFICIARIES ARE MY FATHER AND HIS SISTERS. I DEVOTE A FEW HOURS PER MONTH TO THE TRUSTS. I HAVE BEEN A TRUSTEE SINCE 2008. 3. CATHY ANN GREENBERG REVOCABLE TRUST, 30 MINUTES PER MONTH. TRUSTEE OF SPOUSES TRUST. 4. STAMFORD HOSPITAL FOUNDATION BOARD MEMBER - 1351 WASHINGTON BLVD., SUITE #202, STAMFORD, CT 06902 - ACT AS A LIAISON BETWEEN THE STAMFORD HOSPITAL AND THE LOCAL COMMUNITY. TWO HOURS PER MONTH - NOT INVESTMENT RELATED. 5.SOLE TRUSTEE OF THE DMG IRREVOCABLE TRUST. I AM THE BENEFICIARY AND WILL INVEST ON MY OWN BEHALF. THE TRUST IS A CT TRUST. I WILL SPEND 30 MINUTES PER MONTH. 6.CO-TRUSTEE OF THE ELISABETH G. MOORE TRUST DTD 1/24/25. THE TRUST IS LOCATED IN CT AND EXISTS FOR THE BENEFIT OF MY SISTER. I WILL ADVISE AND INVEST THE TRUST FOR GROWTH AND INCOME. I EXPECT TO SPEND 30 MINUTES PER MONTH WORKING ON THE TRUST. 7.CO-TRUSTEE WITH MY WIFE, CATHY GREENBERG, OF THE DAVID MATHES GREENBERG REV TRUST DATED 7/10/14. CATHY & I ARE BENEFICIARIES OF THE TRUST. THE TRUST ADDRESS IS IN STAMFORD, CT. I DEVOTE 30 MINUTES PER WEEK TO THE TRUST.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-31
• S63 Uniform Securities Agent State Law Examination
  1994-06-29

Other Names

• David Greenberg