Joel Berry II Joins Oppenheimer to Advise Elite Athletes

The addition of Berry to the Winston-Salem team arrives as the Robinson Private Client Group, led by Managing Director Tanner G. Robinson, seeks to deepen its footprint among high-net-worth individuals and elite sports figures. As of June 30, 2026, the group managed over $6 billion in client assets. Berry joins the firm following a tenure at Truist Financial, bringing a specialized focus on the Name, Image and Likeness (NIL) landscape that continues to reshape collegiate sports finances.

Berry’s recruitment is rooted in his firsthand experience with the pressures of athletic success. A four-year starter and team captain at UNC, he led the Tar Heels to the 2017 NCAA championship and secured Final Four Most Outstanding Player honors before a professional basketball career and subsequent work as an ACC Network commentator. According to Robinson, this background provides Berry with unique insight into the financial lives of athletes, helping him translate personal experience into practical guidance for clients navigating sudden wealth and career transitions.