If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Eric (“Rick”) Oppenheim is Deputy General Counsel and Deputy Compliance Officer of Kovitz Investment Group Partners, LLC. He works collaboratively with his colleagues to address legal and regulatory compliance matters for the firm’s investment management, wealth advisory, family office services and insurance businesses. Prior to joining Telemus Capital, Rick was with TIAA-CREF where he headed the Asset Management and Trust Compliance Group and was later appointed Acting Chief Compliance Officer of TIAA-CREF’s mutual fund complex. Previously, he was with Comerica Incorporated, a major regional financial services company, for over 22 years where Rick managed the regulatory compliance programs for Comerica’s trust and wealth management, investment advisory, mutual fund, broker-dealer and insurance businesses. He also has been a consultant on regulatory matters for a major national insurance and financial services company. Rick is a member of the State Bar of Michigan and the Bar of the U.S. Supreme Court. He is a graduate of the University of Michigan and Wayne State University Law School. He is Vice Chair of the Investment Adviser Association’s Smaller Advisers Committee.
Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.
See moreThrough a deep and thoughtful exploration process with a unique team of experts, we help you define what finacial and personal achievement means.
meet the teamCopyright ©2024 Kovitz Investment Group Partners, LLC d/b/a Telemus Capital
Regulatory Filings (including Form CRS Relationship Summary) | Privacy | Disclosures | Terms & Conditions