Oppenheimer Executive and Leadership Team

Robert Lowenthal, the President & Chief Executive Officer at Oppenheimer, directs the overarching strategic vision for this diversified financial services firm. Overseeing the integration of investment banking, brokerage, and wealth management divisions, the President & Chief Executive Officer ensures operational excellence across all domestic and international markets. This leadership role involves constant collaboration with the Board to refine capital markets solutions and asset management strategies. By prioritizing long-term growth and institutional stability, Robert Lowenthal drives the firm toward sustained market leadership. The President & Chief Executive Officer maintains a focus on delivering high-value advisory services to governments, institutions, and individual investors. Through rigorous oversight of corporate restructuring and underwriting activities, the firm secures a competitive edge in complex financial environments. Ultimately, Lowenthal fosters a culture of excellence that supports the diverse needs of a global client base while navigating evolving regulatory landscapes.

Brad Watkins, the Chief Financial Officer at Oppenheimer, directs the financial strategy, reporting, and capital management functions for the firm. Overseeing the integrity of financial operations, the Chief Financial Officer ensures that all investment banking, brokerage, and wealth management activities align with corporate fiscal objectives. This leadership role involves managing the firm's balance sheet, liquidity, and regulatory compliance to support long-term stability. By collaborating with the executive team, Brad Watkins optimizes capital allocation across various business units to drive growth and efficiency. The Chief Financial Officer also oversees the firm's interactions with investors and regulatory bodies, maintaining transparency and financial discipline. Through rigorous oversight of financial planning and analysis, Watkins supports the firm's mission of providing comprehensive financial solutions to a global client base. Ultimately, the Chief Financial Officer ensures that the firm maintains the financial strength necessary to navigate complex market conditions and deliver consistent value to all stakeholders.

Joan Khoury, the Senior Managing Director and Chief Marketing Officer at Oppenheimer, directs the firm's brand strategy, corporate communications, and client engagement initiatives. Overseeing the development of marketing programs that highlight the firm's investment banking, wealth management, and asset management capabilities, the Senior Managing Director and Chief Marketing Officer ensures consistent messaging across all channels. This leadership role involves collaborating with business unit heads to promote the firm's unique value proposition to individuals, institutions, and governments. By leveraging data-driven insights, Joan Khoury enhances the firm's market presence and strengthens relationships with a diverse global client base. The Senior Managing Director and Chief Marketing Officer also focuses on digital transformation and brand positioning to support long-term growth. Through strategic marketing efforts, Khoury ensures that the firm's mission of providing comprehensive financial solutions is clearly communicated, ultimately driving brand loyalty and supporting the firm's overall market impact.

James Milne, the Senior Vice President of Categories and Chief Marketing Officer at Oppenheimer, manages the strategic positioning of specific financial product categories and service offerings. Focusing on the alignment of marketing efforts with the firm's investment advisory and brokerage services, the Senior Vice President of Categories and Chief Marketing Officer ensures that each product category effectively reaches its target audience. This role involves analyzing market trends to refine the firm's approach to wealth management and capital markets solutions. By coordinating with product managers and the broader marketing team, James Milne drives the development of targeted campaigns that highlight the firm's expertise in fixed income, alternative investments, and strategic advisory. The Senior Vice President of Categories and Chief Marketing Officer also works to enhance client acquisition strategies across domestic and international markets. Through these efforts, Milne supports the firm's mission of providing comprehensive financial solutions that meet the evolving needs of a sophisticated investor base.

Carl Schref, the Managing Director at Oppenheimer, manages high-level institutional equity research and trading operations. Focusing on the expansion of market-making activities, the Managing Director aligns research insights with the specific needs of institutional clients across North American and international financial markets. This role involves coordinating with internal trading desks to optimize execution quality and liquidity for complex portfolios. By leveraging deep industry knowledge, Carl Schref enhances the firm's reputation for providing actionable market intelligence. The Managing Director also collaborates with the investment banking team to support equity capital markets initiatives and fund placement strategies. Through the application of sophisticated fixed income and equity strategies, the firm delivers superior value to institutional investors. Schref maintains a rigorous standard for analytical precision, ensuring that all research outputs directly contribute to the firm's broader mission of providing comprehensive financial solutions to a diverse global clientele.

David Schoenkin, the Managing Director at Oppenheimer, leads strategic initiatives within the firm's fixed income and municipal services divisions. Overseeing public finance operations, the Managing Director architects tailored debt capital market solutions for government entities and institutional clients. This leadership role involves managing complex underwriting processes and restructuring projects that support long-term fiscal stability for public sector partners. By integrating fixed income research with market-making capabilities, David Schoenkin ensures the firm remains a primary provider of liquidity and advisory services. The Managing Director works closely with cross-functional teams to identify emerging opportunities in the municipal bond market, driving growth through disciplined risk management. Schoenkin focuses on expanding the firm's footprint in public finance, ensuring that all services align with the broader corporate objective of delivering robust financial planning and investment advisory solutions to a wide range of institutional and government stakeholders.

Richard Wagle, the Managing Director at Oppenheimer, manages specialized alternative investment strategies and portfolio management services. Focusing on the development of unique financial products, the Managing Director provides high-net-worth individuals and institutional investors with access to diversified asset classes. This role involves overseeing the rigorous evaluation of alternative investments to ensure alignment with client risk profiles and long-term wealth management goals. By coordinating with the broader investment advisory team, Richard Wagle enhances the firm's ability to deliver customized portfolio solutions. The Managing Director also monitors market trends to identify potential growth areas within the alternative investment landscape, ensuring the firm maintains a competitive advantage. Wagle drives operational efficiency in the delivery of these specialized services, supporting the firm's commitment to comprehensive financial planning. Through strategic oversight of asset management activities, the firm continues to provide sophisticated, value-driven solutions that meet the complex needs of a global investor base.

Suraj Kalia, the Managing Director at Oppenheimer, directs the firm's efforts in equity research and capital markets advisory for the technology and growth sectors. Overseeing the analysis of emerging market trends, the Managing Director provides institutional clients with critical insights into equity valuations and sector-specific investment opportunities. This role involves collaborating with the investment banking team to facilitate mergers and acquisitions, as well as equity underwriting for high-growth companies. By maintaining a deep focus on market-making activities, Suraj Kalia ensures that the firm provides liquidity and strategic guidance to clients navigating volatile financial environments. The Managing Director also works to expand the firm's reach in international markets, leveraging research expertise to attract global capital. Kalia ensures that all advisory services remain grounded in rigorous data analysis, supporting the firm's mission to provide comprehensive financial solutions that drive long-term value for institutional investors and corporate partners.

Andreas Argyrides, the Managing Director at Oppenheimer, leads the firm's strategic advisory and capital markets efforts within the healthcare and life sciences sectors. Overseeing complex mergers and acquisitions, the Managing Director provides essential guidance to corporate clients seeking to optimize capital structures and pursue growth opportunities. This role involves coordinating with the firm's broader investment banking division to execute underwriting and fund placement strategies that support innovation in the healthcare industry. By leveraging deep sector expertise, Andreas Argyrides ensures that the firm delivers high-impact advisory services to institutional and corporate partners. The Managing Director also focuses on expanding the firm's presence in international financial markets, connecting global capital with promising healthcare ventures. Argyrides maintains a commitment to analytical excellence, ensuring that all strategic recommendations align with the firm's overarching goal of providing comprehensive financial solutions that address the unique challenges and opportunities within the global healthcare landscape.

Thomas Terzulli, the Managing Director at Oppenheimer, manages the firm's institutional fixed income trading and sales operations. Focusing on the execution of complex debt strategies, the Managing Director ensures that institutional clients receive optimal liquidity and pricing across diverse fixed income markets. This role involves overseeing the integration of market-making activities with the firm's broader capital markets solutions, providing clients with a seamless experience in navigating interest rate environments. By coordinating with the research team, Thomas Terzulli delivers actionable insights that inform trading decisions and portfolio management strategies. The Managing Director also works to expand the firm's reach in domestic and international markets, driving growth through superior service delivery and relationship management. Terzulli maintains a focus on operational efficiency and risk management, ensuring that all trading activities support the firm's mission of providing robust financial services to a wide range of institutional and government stakeholders.