Oppenheimer Executive and Leadership Team

Robert Lowenthal, the President & Chief Executive Officer at Oppenheimer, directs the overarching strategic vision and operational execution of the firm. Overseeing the integration of investment banking, wealth management, and capital markets, the President & Chief Executive Officer ensures alignment with long-term growth objectives. This leadership role involves navigating complex domestic and international financial markets to maintain competitive positioning. By fostering collaboration across diverse business units, Robert Lowenthal drives the delivery of high-value advisory and brokerage services to institutional and individual clients. The President & Chief Executive Officer maintains rigorous standards for corporate governance while expanding the firm's footprint in global financial sectors. Through consistent focus on market-making activities and strategic restructuring, Lowenthal secures the firm's reputation as a premier provider of financial services, ensuring sustainable value creation for all stakeholders involved in the enterprise.

Harel Gillon, the Co-Chief Executive Officer (Israel) at Oppenheimer, directs the firm's strategic operations and market expansion within the Middle Eastern financial landscape. Focusing on the integration of local market expertise with the firm's global investment banking and brokerage capabilities, the Co-Chief Executive Officer (Israel) facilitates cross-border transactions and institutional partnerships. This leadership role involves overseeing regional research and trading activities to provide clients with specialized insights into international financial markets. Harel Gillon coordinates with the broader executive team to ensure that regional initiatives align with the firm's overarching mission of delivering comprehensive financial solutions. By fostering strong relationships with local institutions and investors, Gillon enhances the firm's competitive presence in the region. The Co-Chief Executive Officer (Israel) maintains a focus on operational excellence and regulatory compliance, ensuring that all regional activities support the firm's global growth and reputation for financial expertise.

Brad Watkins, the Chief Financial Officer at Oppenheimer, manages the firm's fiscal health, capital allocation, and financial reporting processes. Overseeing the integrity of financial operations, the Chief Financial Officer ensures that all business units maintain compliance with regulatory standards while optimizing profitability. This leadership role involves close coordination with the Board and executive team to align financial strategies with the firm's long-term growth objectives. Brad Watkins directs the management of capital markets activities, ensuring that the firm maintains a strong balance sheet to support diverse investment banking and wealth management services. By implementing rigorous financial controls and risk assessment frameworks, the Chief Financial Officer protects the firm's assets and enhances shareholder value. Through strategic oversight of financial planning and analysis, Watkins supports the firm's ability to navigate market fluctuations and capitalize on emerging opportunities within the global financial services industry.

Hunt Worth, the President at Oppenheimer, oversees the execution of strategic initiatives and the management of key business divisions. Focusing on the expansion of wealth management and asset management services, the President ensures that the firm delivers high-quality financial planning and portfolio management to a diverse client base. This leadership role involves coordinating with other C-suite executives to align operational activities with the firm's long-term strategic goals. Hunt Worth drives the development of new business opportunities and fosters relationships with institutional and individual clients to enhance market share. By maintaining a focus on operational excellence and client satisfaction, Worth supports the firm's reputation for providing sophisticated financial solutions. The President monitors market trends and regulatory changes to ensure that the firm remains agile and competitive. Through consistent leadership and strategic oversight, Worth contributes to the firm's overall growth and stability in the financial services industry.

Joan Khoury, the Senior Managing Director and Chief Marketing Officer at Oppenheimer, architects the firm's brand strategy, market positioning, and client communication initiatives. Overseeing the development of marketing campaigns that highlight the firm's investment banking, wealth management, and asset management services, the Senior Managing Director and Chief Marketing Officer ensures consistent messaging across all channels. This leadership role involves collaborating with business unit heads to translate complex financial offerings into compelling value propositions for diverse client segments. Joan Khoury drives the digital transformation of marketing efforts, utilizing data-driven insights to enhance client engagement and brand visibility. By aligning marketing activities with the firm's strategic goals, Khoury strengthens the firm's market presence and supports the growth of its institutional and individual client base. The Senior Managing Director and Chief Marketing Officer maintains a focus on innovation and excellence, ensuring that the firm's brand remains synonymous with trust and financial expertise.

James Milne, the Senior Vice President of Categories and Chief Marketing Officer at Oppenheimer, manages the strategic categorization and promotion of the firm's diverse financial product offerings. Focusing on the alignment of specific investment products with target market segments, the Senior Vice President of Categories and Chief Marketing Officer ensures that wealth management and asset management solutions reach the appropriate institutional and individual investors. This role involves analyzing market trends to refine product positioning and enhance the firm's competitive edge. James Milne coordinates with product development teams to ensure that marketing strategies accurately reflect the firm's capabilities in fixed income, equity, and alternative investments. By leveraging targeted marketing initiatives, Milne drives client acquisition and retention across various financial categories. The Senior Vice President of Categories and Chief Marketing Officer maintains a focus on operational efficiency and brand consistency, ensuring that all promotional activities support the firm's mission of delivering high-quality financial services.

Leon Molokie, the Chief Operations Officer at Oppenheimer, directs the firm's internal infrastructure, operational workflows, and technology integration. Overseeing the efficiency of brokerage, wealth management, and investment banking support systems, the Chief Operations Officer ensures that all business processes meet the demands of a fast-paced financial environment. This leadership role involves managing the firm's operational risk and ensuring compliance with regulatory requirements across all domestic and international activities. Leon Molokie coordinates with the executive team to implement scalable solutions that support the firm's growth and service delivery. By optimizing operational performance, Molokie enhances the firm's ability to provide seamless financial planning and trading services to clients. The Chief Operations Officer maintains a focus on technological innovation and process improvement, ensuring that the firm's operational foundation remains robust and capable of supporting the complex needs of institutional and individual investors in a global market.

Richard Wagle, the Managing Director at Oppenheimer, manages high-level institutional client relationships and complex capital markets transactions. Focusing on the delivery of fixed income strategies and investment advisory, the Managing Director architects solutions tailored to the specific needs of institutional investors and government entities. This role requires deep engagement with market-making activities to optimize liquidity and trade execution. Richard Wagle coordinates with internal research teams to provide actionable insights that support client portfolio management. By leveraging extensive industry expertise, Wagle enhances the firm's capacity for underwriting and fund placement. The Managing Director maintains a sharp focus on risk management and regulatory compliance within the volatile financial landscape. Through consistent performance in managing large-scale financial portfolios, Wagle strengthens the firm's market position and fosters enduring partnerships with key institutional stakeholders across the broader financial services ecosystem.

Thomas Terzulli, the Managing Director at Oppenheimer, oversees the execution of strategic advisory and mergers and acquisitions for corporate clients. Concentrating on the expansion of equity capital markets, the Managing Director facilitates complex financial restructuring and underwriting processes. This leadership position involves close collaboration with institutional research departments to identify emerging market opportunities and provide comprehensive financial planning. Thomas Terzulli drives the development of alternative investment strategies, ensuring that clients receive sophisticated guidance in navigating diverse asset classes. By managing high-stakes transactions, Terzulli contributes to the firm's reputation for excellence in investment banking. The Managing Director maintains a focus on operational efficiency and client-centric service delivery, ensuring that all advisory activities align with the firm's broader mission. Through meticulous attention to market trends and client requirements, Terzulli supports the continued growth and stability of the firm's investment banking division.

Carl Schref, the Managing Director at Oppenheimer, leads the development and implementation of municipal services and public finance initiatives. Specializing in the structuring of debt capital markets, the Managing Director provides essential advisory services to government entities and public institutions. This role involves managing the complexities of public sector financing, ensuring that all underwriting and placement activities meet stringent regulatory and fiscal requirements. Carl Schref coordinates with internal teams to deliver robust fixed income strategies that support the long-term financial health of public clients. By focusing on the intersection of public policy and financial markets, Schref enhances the firm's influence in the municipal sector. The Managing Director maintains a commitment to excellence in client service, driving innovation in public finance solutions. Through strategic oversight of these specialized markets, Schref ensures that the firm remains a trusted partner for governments and public institutions nationwide.