Oppenheimer Executive and Leadership Team

Robert Lowenthal, the President and Chief Executive Officer and Board Member at Oppenheimer, directs the overarching strategy and operational execution for the firm. This leadership role involves guiding all business segments, including investment banking, brokerage services, and asset management, ensuring alignment with the company's mission to serve high-net-worth individuals, corporate executives, and institutions. Lowenthal oversees the development and implementation of strategic initiatives aimed at expanding market reach across the Americas, Europe, the Middle East, and Asia. The Chief Executive Officer ensures robust financial performance and sustainable growth by fostering innovation and maintaining rigorous compliance standards. This executive's purview encompasses driving operational efficiency and enhancing client value through integrated financial solutions. Robert Lowenthal champions a culture of excellence, positioning Oppenheimer for continued success in the global financial markets.

Harel Gillon, the Co-Chief Executive Officer (Israel) at Oppenheimer, leads the strategic direction and operational management for the firm's activities within Israel. This executive role involves overseeing the expansion and integration of Oppenheimer's core services, including investment banking, brokerage, and asset management, within the Israeli market. Gillon collaborates with global leadership to ensure that regional strategies align with the company's overall objectives, focusing on delivering specialized financial solutions to local clients. The Co-Chief Executive Officer (Israel) is responsible for fostering key relationships with local businesses, institutions, and investors, driving growth and market share in the region. This leadership position requires a deep understanding of the Israeli financial landscape and regulatory environment. Harel Gillon plays a crucial role in extending Oppenheimer's global reach and reinforcing its commitment to serving diverse international markets.

Bradley Watkins, the Chief Financial Officer at Oppenheimer, manages the firm's financial operations and strategic fiscal planning. This critical role involves overseeing all aspects of financial reporting, budgeting, forecasting, and capital management across Oppenheimer's diverse business lines, which span investment banking, brokerage, and asset management. The Chief Financial Officer ensures the integrity of financial data and compliance with regulatory requirements in all operating regions, including the Americas, Europe, the Middle East, and Asia. Watkins drives initiatives to optimize financial performance, enhance profitability, and maintain a strong balance sheet. This executive's responsibilities include managing relationships with investors, lenders, and rating agencies, providing strategic financial insights to support executive decision-making. Bradley Watkins plays a pivotal part in shaping the company's financial future, ensuring fiscal discipline and supporting long-term value creation for stakeholders.

Bryan McKigney, the President, Oppenheimer Asset Management at Oppenheimer, leads the strategic direction and business development for the firm's asset management division. This executive role involves overseeing the management of various investment strategies, including separately managed accounts, mutual fund managed accounts, and discretionary portfolio management programs, serving a global client base. McKigney drives initiatives to enhance investment performance, expand product offerings, and strengthen client relationships within the asset management sector. The President, Oppenheimer Asset Management is responsible for managing investment teams, ensuring adherence to fiduciary standards, and identifying new market opportunities. This leadership position requires a deep understanding of global capital markets and investment trends. Bryan McKigney plays a crucial part in delivering sophisticated asset management solutions and driving growth for Oppenheimer's investment advisory services.

Peter Cadaret, the President, Oppenheimer Asset Management at Oppenheimer, directs the strategic growth and operational oversight of the firm's asset management arm. This executive role focuses on expanding the firm's capabilities in providing institutional taxable fixed income portfolio management strategies and solutions, as well as managing taxable and non-taxable fixed income portfolios. Cadaret oversees the development and execution of investment strategies designed to meet the diverse needs of institutional clients and high-net-worth individuals across global markets. The President, Oppenheimer Asset Management is responsible for leading investment teams, fostering innovation in portfolio management, and ensuring superior client service. This leadership position involves driving business development efforts and enhancing the firm's reputation for expertise in fixed income markets. Peter Cadaret plays a significant role in strengthening Oppenheimer's position as a leading provider of comprehensive asset management services.

Hunt Worth, the President at Oppenheimer, oversees key strategic initiatives and operational functions across the firm. This executive role involves driving business development and ensuring the effective implementation of corporate strategies designed to enhance Oppenheimer's market position in investment banking, brokerage, and asset management. Worth collaborates with other senior leaders to identify growth opportunities and optimize service delivery to a global clientele, including high-net-worth individuals, corporations, and institutions. The President is responsible for fostering strong client relationships and ensuring the firm's offerings align with evolving market demands. This leadership position requires a comprehensive understanding of the financial services industry and a commitment to operational excellence. Hunt Worth plays a vital role in guiding Oppenheimer's strategic direction and supporting its mission to provide comprehensive financial solutions worldwide.

Joan Khoury, the Senior Managing Director and Chief Marketing Officer at Oppenheimer, spearheads all marketing and brand strategy initiatives for the firm. This leadership position involves developing and executing comprehensive marketing plans to enhance Oppenheimer's market presence and client engagement across its global operations in the Americas, Europe, the Middle East, and Asia. The Chief Marketing Officer oversees brand management, digital marketing, public relations, and corporate communications, ensuring consistent messaging and a strong brand identity. Khoury drives initiatives to attract new clients and deepen relationships with existing ones by highlighting the firm's expertise in investment banking, brokerage, and asset management. This executive's focus includes market research and competitive analysis to identify growth opportunities and refine marketing approaches. Joan Khoury is instrumental in communicating Oppenheimer's value proposition to diverse client segments, including high-net-worth individuals, corporations, and institutions.

Peter Greenberg, the Deputy Chief Information Officer at Oppenheimer, supports the strategic development and implementation of the firm's technology infrastructure and information systems. This role involves assisting the Chief Information Officer in overseeing all aspects of IT operations, cybersecurity, and digital transformation initiatives across Oppenheimer's global footprint. Greenberg contributes to ensuring the reliability, security, and scalability of technology platforms that support investment banking, brokerage, and asset management services. The Deputy Chief Information Officer focuses on enhancing operational efficiency through technology, managing IT projects, and evaluating new technological solutions to meet evolving business needs. This executive's responsibilities include supporting the integration of advanced technologies, such as cloud-based financial markets, to improve service delivery and client experience. Peter Greenberg plays a key part in maintaining Oppenheimer's technological advantage and supporting its comprehensive financial services.

Leon Molokie, the Chief Operations Officer at Oppenheimer, directs the firm's day-to-day operational activities and process optimization across all business segments. This executive role encompasses overseeing the efficiency and effectiveness of operations supporting investment banking, brokerage, and asset management services throughout the Americas, Europe, the Middle East, and Asia. Molokie is responsible for streamlining workflows, managing operational risks, and ensuring the seamless execution of client transactions and service delivery. The Chief Operations Officer drives initiatives to enhance operational infrastructure, implement best practices, and leverage technology to improve productivity and reduce costs. This executive's focus includes managing critical operational functions such as trade processing, settlement, and client onboarding. Leon Molokie plays a vital role in maintaining the integrity and efficiency of Oppenheimer's global operations, ensuring a high level of service for its diverse clientele.