Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA).  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association (NTSA). He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association (NTSA). He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association (NTSA). He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association (NTSA). He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



             

Check the background of Oldham Resource Group on FINRA's BrokerCheck

David S. Oldham - Principal
Mr. Oldham was one of the co-founders and a board member of the National Tax-Deferred Savings Association (NTSA), a nationwide non-profit organization established to educate the public on the advantages of the 403(b) Tax Shelter Annuity Code.  Mr. Oldham has traveled extensively throughout the country consulting with top Mutual Fund families, Insurance Companies and Brokerage Firms creating better 403(b) products as well as marketing and administrative procedures for the public.  He has received numerous awards for his work in this area.

Mr. Oldham believes in offering many choices for the public to select from, complete disclosure and education of the 403(b) laws and product designs and, helping the client choose the most appropriate product for their particular individual needs.  Today, Mr. Oldham continues to meet and council his clients on their investment and retirement planning progress.


John Golliozo – Principal
Mr. Golliozo has specialized in the qualified retirement planning market for 25 years, and has received numerous awards for Leadership.  John is a member of the National Tax Tax-Deferred Savings Association (NTSA) and has earned the designation of Certified Retirement Specialist.  John is licensed in Securities, Annuities, Life and Health.  He has participated in the drafting of IRS letter rulings and co-authored Request for Proposals, and Plan Documents pertaining to 403(b) and 457 programs and product design.

John is co-owner of Oldham Resource Group.  He has a BA in Communications and a MA in Education.  John resides in Rowayton, CT with his wife Diane.  His other interest include reading, tennis, golf and the Arts.


Vincent Batyr, CPA - Financial Advisor
Mr. Batyr graduated Pace University June 1985 with Bachelor of Business Administration.  He was employed as an accountant for three different Manhattan-based CPA Firms 1985-1990 then, he started his own CPA Firm in 1990.  Batyr & Co. has been offering accounting, taxation and financial planning services since 1990.


Kevin Benitez - Financial Professional
Mr. Benitez worked as a stockbroker for a Wall Street firm from 1999 to 2004 then came to work at Oldham Resource Group as a Financial Advisor.  Kevin is licensed in Securities, Annuities, and Life Insurance.  He is specializing in the 403(b), IRA and qualified investment market place.

Mr. Benitez has studied Business and Finance.  He is currently providing Investment advice for the Education and Medical clients at Oldham Resource Group.


Peter Gentile - Financial Advisor
Mr. Gentile has been a Financial Consultant since the year 2000.  Prior to joining Oldham, he worked in the Mt.Vernon, N.Y. school district for thirty-three years as a Middle School principal, assistant principal, guidance counselor, and teacher.  He has been a tax specialist with H R Block since the year 2000, and has been investing for himself, family, and friends since 1970.  Peter is licensed in NY and CT for Mutual Funds, Annuities, and Life Insurance. 


Mr. Keelips is an equities industry veteran and is a former New York Stock Exchange and American Stock exchange broker.  Chris has many years of experience in the areas of on and off floor trading; order brokering; risk management; trading systems and trade operations.  He is fully licensed in Securities, Life Insurance, Annuities and Health Insurance.
 
Chris earned his BA in Marketing and Economics from Davis & Elkins College in 1982.  He resides in Rowayton, CT with his wife and two daughters where he was born and raised.

Arthur V. Oldham - Financial Professional
Arthur is a third generation family member of Oldham Resource Group. His grandfather, Arthur W. Oldham, started this business 50 years ago and his father, David S. Oldham, has been a principal of the company for the past 36 years. Arthur grew up in the business and understands the long term conservative investment ideals Oldham Resource Group specializes in.

Arthur is licensed in the sale of Securities, Annuities, and Insurance products and is an active member of the National Tax-deferred Savings Association. He graduated in 2014 with a BA in Marketing from Anahuac Mayab University in Merida, Mexico. Arthur is completely bilingual in English and Spanish.


Tucker M. Scott, III Ph.D. - Financial Advisor - tscott@oldhamresourcegroup.com
Tucker earned his BS and MS in Economics, and Ph.D. in Business Economics at Lehigh University.  At Lehigh, he co-chaired econometric forecasting model projects for the industry.  Much of his career was with IBM in economic and product forecasting and product management.  Later he directed an online economic information service at a corporate membership organization.  Since joining Oldham Resource Group, Tucker has developed analytical performance modeling to identify top investment companies and optimal client portfolio allocations.



        

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