Joan Khoury

Joan Khoury is a marketing executive with over 20 years of experience in the financial services industry. Joan is currently the Managing Director and Chief Marketing Officer at Oppenheimer Holdings. In this role, Joan is responsible for driving the company's overall marketing strategy and executing programs that will promote profitable growth and innovation. Joan also oversees all marketing initiatives across the organization, including marketing and brand strategy, advertising, corporate identity, public relations, customer communications, field marketing, market research and analysis, marketing regulatory review, and business development advertising functions.

Prior to joining Oppenheimer, Joan served as the Global Head of Marketing/Evergreen Investments at Wells Fargo. In this role, they were a member of Evergreen’s Global Operating Committee and reported directly to the President of the firm. Joan was responsible for providing transformational leadership in the primary areas of business strategy, brand development and stewardship, the total client experience, client research and insights informing product innovation, creation of value propositions, and go-to-market execution.

Before their time at Wells Fargo, Joan spent five years at LPL Financial as the Managing Director and Chief Marketing Officer. In this role, they were responsible for driving the company's overall marketing strategy, as well as executing programs that would promote profitable growth and innovation. Joan also oversaw all marketing initiatives across the organization, including marketing and brand strategy, advertising, corporate identity, public relations, customer communications, field marketing, market research and analysis, marketing

Joan Khoury holds a Bachelor of Arts in Business from Wesleyan College.

They work with Peter Albano - Senior Managing Director, Global Head of Fixed Income, Bryan Mckigney - President, Oppenheimer Asset Management, and John Hellier - Senior Managing Director, Equities. Their manager is Max Lami, CEO & Head of Investment Banking, EMEA.