Oppenheimer Executive and Leadership Team

Robert Lowenthal, the President and Chief Executive Officer and Board Member at Oppenheimer, directs the overarching strategic vision for the firm. Overseeing the integration of investment banking and brokerage services, the President and Chief Executive Officer and Board Member ensures alignment between capital markets activities and wealth management objectives. This leadership role involves navigating complex regulatory environments across the Americas, Europe, and Asia to sustain market competitiveness. By fostering collaboration among senior leadership, Robert Lowenthal drives the execution of long-term growth initiatives. The President and Chief Executive Officer and Board Member maintains rigorous standards for corporate governance while expanding the firm's footprint in the middle-market investment banking sector. Through consistent focus on operational efficiency and client-centric service, the executive secures the firm's position as a premier provider of financial solutions for diverse institutional and private investors.

Harel Gillon, the Co-Chief Executive Officer (Israel) at Oppenheimer, leads the firm's strategic operations and business development within the Middle Eastern market. Overseeing regional investment banking activities, the Co-Chief Executive Officer (Israel) ensures that local clients gain access to the firm's global capital markets products and advisory services. This role involves managing relationships with public and private businesses, financial sponsors, and government entities to facilitate mergers, acquisitions, and capital raising. By leveraging deep local market knowledge, Harel Gillon drives the expansion of the firm's institutional equity and fixed income sales. The Co-Chief Executive Officer (Israel) coordinates with the global leadership team to ensure that regional operations align with the firm's overarching standards and objectives. Through proactive business development, the executive secures significant market share in the region. Gillon maintains a focus on delivering high-quality financial solutions that address the unique requirements of the Middle Eastern investment landscape.

Brad Watkins, the Chief Financial Officer at Oppenheimer, manages the firm's fiscal health and capital allocation strategies. Overseeing financial reporting, treasury functions, and risk management, the Chief Financial Officer ensures the stability of the balance sheet while supporting the firm's diverse brokerage and investment banking operations. This role involves coordinating with the Board to optimize capital structure and maintain liquidity across international markets. By implementing robust financial controls, Brad Watkins protects the firm's assets and enhances shareholder value. The Chief Financial Officer monitors market volatility to adjust hedging strategies and margin lending policies effectively. Through precise analysis of revenue streams and operational costs, the executive provides the necessary data to guide strategic decision-making. Watkins maintains transparency in all financial disclosures, ensuring compliance with global regulatory standards while facilitating the firm's continued expansion in the competitive financial services landscape.

Hunt Worth, the President at Oppenheimer, oversees the execution of core business strategies across the firm's diverse service lines. Managing the day-to-day operations of the brokerage and investment banking divisions, the President ensures that all business units maintain high performance standards. This role involves coordinating cross-functional teams to deliver integrated financial solutions, including wealth planning and institutional trading. By fostering a culture of accountability, Hunt Worth drives the achievement of revenue targets and operational goals. The President monitors market conditions to adjust business tactics, ensuring the firm remains agile in the face of economic shifts. Through strategic oversight, the executive supports the alignment of client-facing activities with the firm's long-term mission. Worth maintains strong relationships with key stakeholders, ensuring that the firm's service offerings continue to meet the sophisticated needs of corporate executives and private investors. The executive's leadership ensures consistent delivery of value across all client segments.

Bryan McKigney, the President, Oppenheimer Asset Management at Oppenheimer, directs the firm's discretionary portfolio management and investment advisory programs. Overseeing the development of separately managed accounts and alternative investment strategies, the President, Oppenheimer Asset Management ensures that these solutions provide superior risk-adjusted returns for clients. This role involves managing the investment research team to identify opportunities in taxable and non-taxable fixed income portfolios. By focusing on portfolio enhancement programs, Bryan McKigney drives the growth of the firm's asset management division. The President, Oppenheimer Asset Management collaborates with wealth advisors to tailor investment strategies to the specific goals of high-net-worth families and institutional investors. Through rigorous investment analysis and disciplined risk management, the executive maintains the integrity of the firm's advisory services. McKigney ensures that the asset management division remains a cornerstone of the firm's wealth management offering, consistently delivering sophisticated financial solutions to a diverse client base.

Peter Cadaret, the President, Oppenheimer Asset Management at Oppenheimer, leads the strategic expansion of the firm's institutional taxable fixed income portfolio management solutions. Overseeing the design and implementation of specialized investment advisory services, the President, Oppenheimer Asset Management ensures that the firm's strategies address the complex needs of institutional investors and corporations. This role involves managing the delivery of non-discretionary investment consultation and portfolio management programs. By focusing on the integration of institutional fixed income research, Peter Cadaret drives the performance of the firm's managed accounts. The President, Oppenheimer Asset Management coordinates with the broader investment team to ensure that all strategies align with current market trends and regulatory requirements. Through a focus on client-specific portfolio solutions, the executive enhances the firm's competitive position in the asset management sector. Cadaret ensures that the firm's advisory services provide the necessary depth and expertise to support the long-term financial objectives of institutional clients.

Joan Khoury, the Senior Managing Director and Chief Marketing Officer at Oppenheimer, architects the firm's brand identity and market positioning. Overseeing integrated marketing campaigns, digital presence, and client communication strategies, the Senior Managing Director and Chief Marketing Officer ensures that the firm's value proposition resonates with high-net-worth individuals and institutional clients. This role involves aligning marketing initiatives with the firm's wealth management and investment banking services to drive client acquisition and retention. By leveraging data-driven insights, Joan Khoury optimizes outreach efforts across diverse geographic regions. The Senior Managing Director and Chief Marketing Officer collaborates with business unit leaders to promote specialized offerings such as asset management and fixed income solutions. Through strategic brand management, the executive strengthens the firm's reputation as a trusted financial partner. Khoury consistently elevates the firm's visibility, ensuring that marketing efforts support the broader objective of sustainable growth and market leadership.

James Milne, the Senior Vice President of Categories and Chief Marketing Officer at Oppenheimer, directs the development of targeted product marketing strategies. Overseeing the promotion of specific financial categories, including mutual funds, exchange-traded funds, and unit investment trusts, the Senior Vice President of Categories and Chief Marketing Officer ensures that these offerings reach the appropriate investor segments. This role involves analyzing market trends to refine the positioning of complex financial instruments and advisory services. By coordinating with product managers, James Milne creates compelling narratives that highlight the firm's expertise in wealth planning and portfolio enhancement. The Senior Vice President of Categories and Chief Marketing Officer monitors the performance of various investment categories to adjust promotional tactics in real-time. Through focused category management, the executive drives engagement with both private and institutional clients. Milne ensures that the firm's marketing efforts remain aligned with the evolving needs of the global investment community.

Leon Molokie, the Chief Operations Officer at Oppenheimer, directs the firm's internal infrastructure and service delivery systems. Overseeing the operational efficiency of brokerage services, margin lending, and trade execution, the Chief Operations Officer ensures that the firm's technological and administrative processes support high-volume financial activities. This role involves managing the integration of cloud-based financial market tools to enhance service speed and reliability. By optimizing workflows across departments, Leon Molokie reduces operational risk and improves the client experience. The Chief Operations Officer collaborates with technology and compliance teams to maintain robust systems that handle complex equity and debt securities transactions. Through continuous process improvement, the executive supports the firm's ability to scale operations across global markets. Molokie ensures that all operational functions remain resilient and responsive to the demands of high-net-worth individuals and institutional investors, thereby facilitating the firm's commitment to operational excellence and service quality.