Oppenheimer Executive and Leadership Team

Bradley Watkins, the Chief Financial Officer at Oppenheimer, directs the firm's financial strategy and operations. Watkins oversees all fiscal activities, including financial planning, risk management, and capital allocation, ensuring robust financial health across the organization. This leadership role involves managing accounting, treasury, and investor relations functions, aligning financial performance with strategic objectives. By optimizing resource deployment and driving cost efficiencies, Watkins supports Oppenheimer's growth initiatives in the Americas, Europe, the Middle East, and Asia. The Chief Financial Officer's oversight extends to financial reporting and compliance, maintaining transparency and accountability. Bradley Watkins's financial acumen is critical for navigating complex market dynamics and sustaining the company's middle-market investment banking and broker-dealer operations. This executive ensures the financial integrity of services ranging from brokerage and asset management to investment banking and proprietary trading.

Regina Chan, the Managing Director - Human Resources and Chief Financial Officer Office at Oppenheimer, leads critical functions supporting both personnel management and financial operations. Chan oversees human resources strategies, including talent acquisition, employee development, and organizational culture, ensuring alignment with the company's strategic objectives. Simultaneously, this executive provides direct support to the Chief Financial Officer, contributing to financial planning, reporting, and operational efficiency initiatives. The dual focus of this role requires a comprehensive understanding of both human capital management and financial stewardship. Regina Chan's leadership ensures that Oppenheimer attracts and retains top talent while maintaining rigorous financial discipline. This executive's contributions are vital for fostering a high-performing workforce and supporting the firm's robust financial framework across its global operations. Chan's oversight strengthens the synergy between human capital and financial strategy.

Bryan McKigney, the President, Oppenheimer Asset Management at Oppenheimer, leads the strategic direction and growth of the firm's asset management division. McKigney oversees the development and delivery of a wide array of investment solutions, including separately managed accounts, mutual fund managed accounts, and discretionary portfolio management programs. This leadership role involves driving innovation in investment strategies and ensuring superior performance for institutional and individual clients. The President of Oppenheimer Asset Management's responsibilities include managing investment teams, fostering client relationships, and expanding market share in key regions. By focusing on robust portfolio management and client-centric solutions, Bryan McKigney enhances Oppenheimer's reputation as a premier asset manager. McKigney's expertise is crucial for navigating complex market conditions and delivering value through sophisticated investment strategies and advisory services.

Larry Oppenheimer, the President & Owner at Oppenheimer, provides overarching leadership and strategic vision for the entire organization. Oppenheimer guides the company's long-term direction, ensuring alignment with its core mission of serving as a middle-market investment bank and full-service broker-dealer. This executive role involves setting the strategic priorities that drive growth and innovation across all business segments, including brokerage, asset management, and investment banking. The President & Owner's influence extends to fostering a culture of excellence and client focus throughout the firm's global operations. By championing key initiatives and maintaining a deep understanding of market dynamics, Larry Oppenheimer reinforces Oppenheimer's commitment to delivering exceptional value to its diverse clientele. Oppenheimer's leadership ensures the continued success and expansion of the firm's comprehensive financial services.

Hunt Worth, the President at Oppenheimer, directs significant operational and strategic initiatives across the firm. Worth oversees key business units, ensuring seamless integration and optimal performance in delivering comprehensive financial services. This leadership position involves driving market expansion and enhancing client engagement strategies for Oppenheimer's diverse global clientele. The President's focus includes fostering strong relationships with corporate executives, institutions, and domestic and international investors. By championing operational efficiencies and strategic growth, Hunt Worth contributes to the firm's sustained success in the competitive financial landscape. Worth's leadership ensures that Oppenheimer continues to provide high-quality brokerage, asset management, and investment banking services. This executive's role is critical in executing the firm's vision and maintaining its market leadership.

Peter Cadaret, the President, Oppenheimer Asset Management at Oppenheimer, spearheads the strategic vision and operational management of the firm's asset management division. Cadaret directs the expansion of investment products and services, catering to a broad spectrum of clients including institutions and high-net-worth individuals. This leadership role involves driving performance, enhancing client solutions, and ensuring compliance with regulatory standards across global markets. The President of Oppenheimer Asset Management's responsibilities include cultivating strong client relationships and identifying new opportunities for growth and innovation within the investment landscape. By focusing on delivering exceptional investment outcomes and advisory services, Peter Cadaret reinforces Oppenheimer's commitment to client success. Cadaret's strategic leadership is instrumental in maintaining the division's competitive edge and expanding its market influence.

Joan Khoury, the Senior Managing Director and Chief Marketing Officer at Oppenheimer, shapes and executes the company's global marketing and brand strategy. Khoury directs all marketing initiatives, focusing on enhancing Oppenheimer's market presence and client engagement across diverse financial services. This role involves overseeing brand development, digital marketing, public relations, and market research to communicate the firm's value proposition effectively. The Chief Marketing Officer's efforts support client acquisition and retention for high-net-worth individuals, corporations, and institutions. By driving targeted campaigns and fostering strong client relationships, Joan Khoury contributes directly to the company's expansion in key global markets. This leadership position ensures cohesive messaging and brand consistency across all Oppenheimer's offerings, from investment banking to asset management. Khoury's strategic vision amplifies the firm's reputation and market impact.

Peter Greenberg, the Deputy Chief Information Officer at Oppenheimer, supports the strategic direction and operational execution of the firm's technology infrastructure. Greenberg assists in overseeing the development and implementation of IT systems that power Oppenheimer's diverse financial operations, including its cloud-based financial market offerings. This role involves ensuring the security, reliability, and scalability of technology solutions that support brokerage, asset management, and investment banking services. The Deputy Chief Information Officer's responsibilities include managing technology projects and driving innovation to enhance operational efficiency and client experience. By collaborating with various departments, Peter Greenberg ensures that technology investments align with business goals and regulatory requirements. This executive's focus on technological advancement is crucial for maintaining Oppenheimer's competitive edge in the global financial landscape. Greenberg's efforts bolster the firm's capacity for data management and digital transformation.

Leon Molokie, the Chief Operations Officer at Oppenheimer, directs the firm's day-to-day operational activities and ensures the efficient execution of its diverse financial services. Molokie oversees critical functions such as trade processing, settlement, client onboarding, and technology infrastructure management, supporting Oppenheimer's global reach across the Americas, Europe, the Middle East, and Asia. This leadership role is pivotal in optimizing operational workflows, enhancing service delivery, and managing risk across brokerage, asset management, and investment banking divisions. The Chief Operations Officer's focus on process improvement and operational excellence drives efficiency and client satisfaction. By streamlining operations and implementing best practices, Leon Molokie ensures the seamless delivery of services to high-net-worth individuals, corporations, and institutions. Molokie's strategic oversight is fundamental to maintaining the integrity and effectiveness of Oppenheimer's comprehensive financial platform.

Satri Alpine, the Vice President, Talent & Culture & Chief People Officer at Oppenheimer, leads the strategic development and execution of human capital initiatives. Alpine oversees all aspects of talent management, including recruitment, employee engagement, professional development, and fostering a positive organizational culture. This role is critical in attracting, retaining, and nurturing the talent necessary to support Oppenheimer's complex financial services operations across the Americas, Europe, the Middle East, and Asia. The Chief People Officer's focus on culture and employee well-being directly impacts the firm's ability to innovate and serve its clients effectively. By championing initiatives that promote diversity, inclusion, and professional growth, Satri Alpine ensures Oppenheimer remains an employer of choice. Alpine's leadership strengthens the human element essential for the firm's ongoing success and client satisfaction.