Associated tags: Research, Oppenheimer Holdings, NYSE, Financial services
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NEW YORK, May 13, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank and subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that it has expanded its Technology Investment Banking group with the addition of Yogesh Amle as Managing Director, co-Head of Infrastructure Software. He will be based in Oppenheimer's San Francisco office and report to Robin Graham, the firm's Head of Technology Investment Banking.
Key Points:
- NEW YORK, May 13, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank and subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that it has expanded its Technology Investment Banking group with the addition of Yogesh Amle as Managing Director, co-Head of Infrastructure Software.
- He will be based in Oppenheimer's San Francisco office and report to Robin Graham, the firm's Head of Technology Investment Banking.
- He has also worked in various roles in Citi, Barclays and J.P. Morgan's respective Technology, Media and Telecom (TMT) Investment Banking groups.
- Oppenheimer's Technology Investment Banking group is comprised of 15 senior bankers with deep sub-sector expertise across more than 10 sectors within Technology.
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Security (finance) NEW YORK, May 8, 2024 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a further expansion of its European investment banking footprint with the addition of Dmitry Gladkov and Konstantin Derkatschew. Both will be based in London and serve as a Managing Director.
Key Points:
- NEW YORK, May 8, 2024 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a further expansion of its European investment banking footprint with the addition of Dmitry Gladkov and Konstantin Derkatschew.
- Gladkov and Derkatschew come to the firm from Renaissance Capital and will jointly head the newly established Capital Markets Group focusing primarily on Emerging Europe and Central Asia regions.
- "The addition of Dmitry and Konstantin will allow Oppenheimer to further its strategic expansion across advisory and capital markets in Emerging Europe and Central Asia," Lami said.
- Derkatschew joins Oppenheimer with over 15 years of investment banking and capital markets experience.
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Management NEW YORK, April 3, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the appointment of William Bird as Director of Equity Research. Bird, who previously served as Managing Director, Head of Thematic Research, succeeds John Parks, who is retiring from Oppenheimer after 35 years of service.
Key Points:
- Bird Has More Than 30 Years of Experience as a Top-Performing Analyst, Portfolio Manager and Management Strategy Consultant
NEW YORK, April 3, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the appointment of William Bird as Director of Equity Research.
- Bird, who previously served as Managing Director, Head of Thematic Research, succeeds John Parks, who is retiring from Oppenheimer after 35 years of service.
- Earlier in his career, Bird was Managing Director, U.S. Equity Research at Citi-Smith Barney, and held similar roles with Bank of America Merrill Lynch and Lazard Capital Markets.
- "I am honored to begin my new role as Director of Equity Research at Oppenheimer," Bird said.
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Oppenheimer Holdings NEW YORK, March 12, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading financial services firm and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Frank Sanchez Reed has joined the Public Finance team as Managing Director, Head of the Southwest Region, where he will focus on large issuer coverage and strategy, including in California. He is based in Texas and will report to Elizabeth (Beth) Coolidge, the recently appointed Head of Public Finance.
Key Points:
- He is based in Texas and will report to Elizabeth (Beth) Coolidge, the recently appointed Head of Public Finance.
- "I'm happy to welcome Frank to Oppenheimer," said Coolidge, a Managing Director who leads the Public Finance team from Chicago.
- Previously, he served as Head of the Central Region at UBS, leading the firm's public finance business in nine states.
- Earlier in his career, Reed worked at Morgan Stanley, Merrill Lynch and managed J.P. Morgan's public finance business in Texas.
Retrieved on:
Tuesday, February 13, 2024
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Management NEW YORK, Feb. 13, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — today announced that its 34th Annual Healthcare Life Sciences Conference will be held February 13-14. The virtual event gathers more than 140 public and private healthcare companies, representing more than $230 billion in market capitalization.
Key Points:
- Virtual Event Gathers Over 140 Leading Companies for Presentations and Fireside Chats, Hosted by Oppenheimer's Healthcare Equity Research Analysts
NEW YORK, Feb. 13, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — today announced that its 34th Annual Healthcare Life Sciences Conference will be held February 13-14.
- The virtual event gathers more than 140 public and private healthcare companies, representing more than $230 billion in market capitalization.
- Michael Margolis, R.Ph., Oppenheimer's Co-Head of Healthcare and Head of Healthcare Life Sciences Investment Banking, said, "Breakthroughs by innovative companies in the healthcare and life sciences space are creating exciting new opportunities for investors, as signs of more favorable conditions have begun to emerge in the macroeconomic landscape.
- We are thrilled to welcome the companies and investors who will make our 34th Annual Healthcare Life Sciences Conference yet another successful and thought-provoking Oppenheimer event."
Retrieved on:
Thursday, February 8, 2024
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Management NEW YORK, Feb. 8, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading financial services firm and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Kristin Stephens and David Moffett have joined the Public Finance team as Managing Directors. Ms. Stephens will be based in New York and serve as Head of the Northeast Region while Mr. Moffett will work out of Atlanta and be Head of the Southeast Region. Each will report to Elizabeth (Beth) Coolidge, the newly appointed Head of Public Finance.
Key Points:
- Each will report to Elizabeth (Beth) Coolidge, the newly appointed Head of Public Finance.
- "We are thrilled to have Kristin and David join our team," said Coolidge, who leads the Public Finance team from Chicago.
- These appointments bolster Oppenheimer's Public Finance team, which includes approximately 25 professionals.
- I am excited to join such a forward-thinking team and to help enhance Oppenheimer's Public Finance capabilities in the Southeast Region."
Retrieved on:
Tuesday, January 16, 2024
NEW YORK, Jan. 16, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that it has named Elizabeth (Beth) Coolidge as Head of Public Finance. Based in Chicago, Coolidge will report to Robert Lowenthal, President of Oppenheimer and Head of Investment Banking.
Key Points:
- NEW YORK, Jan. 16, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that it has named Elizabeth (Beth) Coolidge as Head of Public Finance.
- Based in Chicago, Coolidge will report to Robert Lowenthal, President of Oppenheimer and Head of Investment Banking.
- Coolidge, who formerly led UBS's Midwest public finance unit for over six years, joins Oppenheimer with UBS colleagues Liberty Ziegahn and Madison Maher.
- Oppenheimer will now have three women at the helm of its Public Finance, Municipal Underwriting and Municipal Sales departments: Coolidge, Beth Wolchock and Cynthia Henry Pinto, respectively.
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Zynga NEW YORK, Dec. 4, 2023 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today that Richard Jasen joined the firm as Head of Technology & Consumer Private Capital. He will be based out of Oppenheimer's San Francisco office and report to Robin Graham, Managing Director, Head of Technology Investment Banking.
Key Points:
- Dynamic companies in the technology and consumer sectors have the potential to impact businesses and households across the globe.
- Jasen joins Oppenheimer after 17 years at GCA (now part of Houlihan Lokey), where he was Managing Director, Head of the Private Capital Group, and a U.S. Management Committee Member.
- Prior to GCA, he served as Head of West Coast Private Capital at SoundView Technology Group.
- "I am excited to join Oppenheimer and lead the Technology & Consumer Private Capital practice," Jasen said.
NEW YORK, Nov. 6, 2023 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — today announced the recruitment of next generation financial advisor Jon Sanders, Director of Investments, who joins the Private Client Division with over eight years of wealth management experience. He will be based in the firm's Nashville, Tennessee, office and report to Phil Hall, Executive Director and Branch Manager.
Key Points:
- He will be based in the firm's Nashville, Tennessee, office and report to Phil Hall, Executive Director and Branch Manager.
- "I am excited to welcome Jon to our rapidly expanding Nashville office, which is attracting the top talent in the financial industry," Hall said.
- In October 2022, Oppenheimer announced the recruitment of the Meridian Wealth Group to the Nashville office.
- "I am thrilled to join the Nashville office of Oppenheimer's Private Client Division, a team that I have long admired for its stellar reputation, high integrity and sophisticated capabilities," Sanders said.
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European LONDON, Nov. 6, 2023 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a significant expansion to its European investment banking team with the addition of three highly experienced Managing Directors in London.
Key Points:
- LONDON, Nov. 6, 2023 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE: OPY) — announced today a significant expansion to its European investment banking team with the addition of three highly experienced Managing Directors in London.
- It includes Chris Malcolm, Managing Director, Head of Technology; Mark Kingston, Managing Director, Head of Human Capital Management (HCM) & Business Services; and Leigh Webb, Managing Director, Head of Financial Sponsor Coverage.
- "The addition of Chris, Mark and Leigh will be highly complementary to the recent strategic expansion we have made in our senior investment banking team in the U.S.," Lami said.
- Malcolm joins Oppenheimer with over 20 years of banking experience.
