Oppenheimer Holdings
Anthony D'Ascoli, CIMA®, is a seasoned financial professional with extensive experience in investment management. Currently serving as Executive Director and Omega Portfolio Manager at Oppenheimer & Co. Inc. since September 2013, Anthony previously held key roles at UBS and Bank of America Merrill Lynch, ascending to Senior Vice President and First Vice President positions, respectively. With a strong foundation in business development from tenure at Symantec and a background in analysis from Kraft Foods Group, IBM, and Combe Incorporated, Anthony also co-managed a firm as Managing Partner at Greenwich Estates LLC. Educational credentials include a Certified Investment Management Analyst designation from The Wharton School, an Executive Program in Merger & Acquisition Negotiations from Harvard Business School, and a B.S. in Mathematics and Computer & Information Sciences from Iona University.
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