Oppenheimer Holdings
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- Investment Management
Investment Management
About
The Investment Management team at Oppenheimer Holdings is responsible for managing client portfolios, offering tailored investment strategies, and providing financial advisory services. This team of highly experienced directors and portfolio managers focuses on optimizing asset allocations, conducting in-depth market analysis, and delivering personalized wealth management solutions. Their expertise ensures clients achieve their financial goals through prudent and strategic investment decisions.
Team members
Angappan Ponni
Senior Director, Technology - ...
Ben Davis
Senior Director - Investments ...
Bob McCabe
Branch Manager, Senior Directo...
Chad Allen
Managing Director, Private Cli...
David Feigeles
Executive Director - Investmen...
Dimitri Spanos
Senior Director - Investments
Eddy Hung
Director - Investments At Oppe...
Jacob Moss
Director - Investments
Jeffrey Lallemand
Director - Investments At Oppe...
Jeremy Siegel
Senior Director - Investments
Jim Nicholson
Senior Director - Investments ...
John Lawler
Executive Director - Investmen...
John S. Sturges
Director-investments At Oppenh...
Joshua Hayes
Executive Director - Investmen...
Marc Levin
Director, Portfolio Manager, O...
Matt Watson
Executive Director-investments...
Paul J. Leyden
Executive Director - Investmen...
Raymond Dinkel
Executive Director - Investmen...
Roman F. Reed
Senior Director - Investments ...
Schaff
Managing Director - Investment...
Sheldon Freisinger
Senior Director - Investments,...
Stephen Seremetis
Managing Director - Investment...
Suzanne Rismiller
Senior Director - Investments
Taylor Reed
Director - Investments
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