Oppenheimer Asset Management

Description

Address: 200 Park Ave, New York, NY 10166 Phone: (212) 907-4000: : : Website: : Place name: : : Hours: Category: Website: http://www.opco.com/public/oppenheimer_asset/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Oppenheimer Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Oppenheimer Asset Management Employees

Employee
Years
Job
Industry
Peter Mistina Peter Mistina New York, New York Details
Peter Mistina's Oppenheimer Asset Management Experience December 2013 - February 2015
Job Associate at SkyBridge Capital
Industry Investment Management
Experience
SkyBridge Capital  May 2015 - Present
AIFAM   February 2015 - May 2015
Oppenheimer Asset Management   December 2013 - February 2015
Fidelity Investments  July 2010 - December 2013

Skills
Series 7, Microsoft Office, CACTUS, FBSI, Alternative Investments, Hedge Funds, Equities, Financial Analysis, Fixed Income, Mutual Funds, Corporate Finance, Banking, Financial Reporting

Education
Indiana University - Kelley School of Business   2006 — 2010
BS, Finance

Indiana University Bloomington   2006 — 2010
Finance, General

Nickolas Polowchena Nickolas Polowchena Greater New York City Area Details
Nickolas Polowchena's Oppenheimer Asset Management Experience June 2003 - January 2004
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  August 2012 - Present
Fidelity Investments  2011 - July 2012
Nomura  June 2010 - August 2010
Nomura Corporate Research and Asset Management  January 2004 - January 2009
Oppenheimer Asset Management   June 2003 - January 2004

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA, Corporate Finance

Colgate University   1998 — 2002
BA, Economics

Lisa Messina Lisa Messina Greater New York City Area Details
Lisa Messina's Oppenheimer Asset Management Experience May 2013 - Present
Job Executive Director at Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management   May 2013 - Present
Biondo Investments   April 2012 - May 2013
Business and Management Consulting   September 2011 - April 2012
The Matlen Silver Group  April 2010 - September 2011
Covestor and Summit Private Investments   September 2009 - April 2010
TIAA-CREF  2007 - 2009
New York Life Investment Management LLC  2000 - 2007
Furman Selz Capital Management LLC   1987 - 2000

Skills
Strategic Planning, Product Management, Wealth Management, Hedge Funds, Managed Accounts

Education
Pace University - Lubin School of Business
MBA, Finance

Saint John's University - Peter J. Tobin College of Business
BS, Finance

Hadley Rokicki Hadley Rokicki Denver, Colorado Details
Hadley Rokicki's Oppenheimer Asset Management Experience May 2009 - August 2009
Job Manager of Investor Relations & Treasury at The WhiteWave Foods Company
Industry Consumer Goods
Experience
The WhiteWave Foods Company  June 2014 - Present
The Blueshirt Group  January 2012 - June 2014
Piper Jaffray  September 2010 - December 2011
Oppenheimer Asset Management   May 2009 - August 2009
Roth Capital Partners  May 2008 - August 2008
Roth Capital Partners  June 2007 - August 2007

Skills
Excel, PowerPoint, Valuation, Research, Equities, Investor Relations, Financial Modeling, Corporate Finance, Equity Research, Marketing, Financial Analysis

Education
University of Southern California
B.S. Business Administration, Finance

University of Southern California - Marshall School of Business
B.S. Business Administration

Katrina Wright Katrina Wright San Francisco Bay Area Details
Katrina Wright's Oppenheimer Asset Management Experience June 2009 - June 2010
Job Vice President at Ferguson Partners
Industry Commercial Real Estate
Experience
Ferguson Partners  July 2013 - Present
RSR Partners  January 2012 - May 2013
RSR Partners  June 2010 - December 2011
Oppenheimer Asset Management   June 2009 - June 2010
Oppenheimer & Co. Inc   June 2008 - June 2010
Oppenheimer & Co.   June 2008 - June 2009

Skills
Executive Search, Recruiting, Financial Recruiting, Management Consulting, New Business Development, PowerPoint, Microsoft Office, Microsoft Excel, Excel, Word, Outlook, Real Estate Development, Real Estate, Commercial Real Estate, Hospitality, REIT, Real Estate Investment..., Financial Analysis

Education
University of California, Santa Barbara   2004 — 2008
BA, Business Economics

Kevin Kosakevitch Kevin Kosakevitch Greater New York City Area Details
Kevin Kosakevitch's Oppenheimer Asset Management Experience January 1997 - Present
Job Executive Director Trading Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management   January 1997 - Present

Skills
Series 7, Asset Managment, Fixed Income, Portfolio Management, Asset Management, Trading, Hedge Funds, Equities, Bloomberg, Derivatives, Equity Trading, Alternative Investments, Series 63, Asset Allocation, Fund Of Funds, Electronic Trading, FINRA, Trading Systems, Securities

Education
City University of New York-College of Staten Island   1990 — 1995
Bachelor of Science (B.S.)

Kevin Hurd Kevin Hurd Greater New York City Area Details
Kevin Hurd's Oppenheimer Asset Management Experience 2000 - 2005
Job Partner at Little Harbor Advisors
Industry Investment Management
Experience
Little Harbor Advisors  2014 - Present
Alkeon Capital Management  2012 - 2013
Citigroup  2005 - 2012
Oppenheimer Asset Management   2000 - 2005

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Economics

The College of New Jersey
Bachelor of Science (BS), Business Management

Jack Lambrecht Jack Lambrecht Winter Park, Florida Details
Jack Lambrecht's Oppenheimer Asset Management Experience June 2012 - August 2012
Job Summer Intern at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   June 2014 - August 2014
Oppenheimer Asset Management   June 2012 - August 2012

Skills
Photoshop, Event Planning, Social Networking, Economics, Teamwork, Facebook, Data Analysis, Leadership Development, SPSS, Team Leadership, Social Media, Leadership, Advertising, Windows, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Editing, Alternative Investments, Mutual Funds

Education
Rollins College   2010 — 2015
Economics, Mathematics

Joon Choi Joon Choi Los Angeles, California Details
Joon Choi's Oppenheimer Asset Management Experience July 2007 - June 2011
Job Director Private Assets, Cliffwater LLC
Industry Venture Capital & Private Equity
Experience
Cliffwater LLC  March 2012 - Present
Oppenheimer Asset Management   July 2007 - June 2011
Hamilton Lane Advisors   June 2004 - July 2007
ATX Communications  2002 - 2003

Education
UCLA Anderson School of Management   2012 — 2015
Master of Business Administration (MBA)

Harvard University   1996 — 2001
AB

North Penn High School   1993 — 1996

Pamela Leveel Pamela Leveel Greater New York City Area Details
Pamela Leveel's Oppenheimer Asset Management Experience September 2007 - Present
Job Director, Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management   September 2007 - Present
AXA Equitable  2000 - 2006
Manulife Wood Logan  1999 - 2000

Skills
Series 7, Series 24, Mutual Funds, Series 63, Series 65, Leadership, Wealth Management, Alternative Investments, Asset Allocation, Investments, Securities, Separately Managed..., ETFs, FINRA, Series 6

Education
Iona College   1988 — 1992
BBA

Lakeland HS   1984 — 1988

Faben Mesfen Faben Mesfen San Francisco Bay Area Details
Faben Mesfen's Oppenheimer Asset Management Experience July 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Oppenheimer Asset Management   July 2010 - Present
Oppenheimer & Co. Inc.   December 2007 - July 2010
Morgan Stanley  September 2005 - December 2007
City of Berkeley  July 2002 - September 2005

Skills
Equities, Business Development, Finance, Microsoft Excel, Management, Portfolio Management, Investments, Sales, Leadership, Financial Analysis, Outlook

Education
UC Berkeley

University of California, Berkeley

Vineet Bhalla Vineet Bhalla Greater New York City Area Details
Vineet Bhalla's Oppenheimer Asset Management Experience May 2005 - Present
Job Senior Director at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management   May 2005 - Present
Capco  2004 - 2005
Zurich Capital Markets, Inc.   July 2002 - March 2004
Black Rock Financial Management   May 1999 - July 2002
Fortis Prime Fund Solutions, Curacao   May 1997 - April 1999
CITCO Fund Services  1993 - 1997

Skills
Private Equity, Mutual Funds, Capital Markets, Securities, Fixed Income, Portfolio Management, Process Improvement, Hedge Funds, Asset Management, Business Analysis, Derivatives, Relationship Management, Financial Modeling, Alternative Investments, Equities, Accounting, Financial Markets, Financial Reporting, Financial Services, Fund Accounting, Fund Of Funds, Internal Controls, Investments

Education
Saint Mary's University   1984 — 1986
MBA, Business

Shri Ram College of Commerce   1979 — 1982
B Com (Hons), Business

The Doon School   1972 — 1979
12th

Barry Chan Barry Chan Greater New York City Area Details
Barry Chan's Oppenheimer Asset Management Experience March 2005 - June 2006
Job Execution Trader Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer & Co.   July 2006 - Present
Oppenheimer Asset Management   March 2005 - June 2006

Skills
Fixed Income, Equity Trading, Equities, Alternative Investments, Asset Management, Separately Managed..., Trading, Securities, Bloomberg Terminal, Electronic Trading, Options, Bloomberg, Unified Managed Accounts, MarketAxess, Municipal Bonds, Settlement, Middle Office, Portfolio Management, Series 7

Education
Penn State University   2000 — 2004
Bachelor of Science (BS), Finance

Jeffrey Sutton Jeffrey Sutton Greater New York City Area Details
Jeffrey Sutton's Oppenheimer Asset Management Experience April 2009 - Present
Job Senior Managing Director, The Consulting Group of Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management   April 2009 - Present
UBS Global Asset Management  June 2005 - April 2009
Northern Trust Global Advisors  2003 - 2005
ForstmannLeff  2002 - 2003

Skills
Equities, Asset Managment, Portfolio Management, Investments, Equity Research, Bloomberg, Capital Markets, Series 7, Fixed Income, Financial Modeling, Valuation, Series 63

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1998
MBA, Finance

Indiana University Bloomington   1988 — 1992
Bachelor's degree

Peter Cadaret Peter Cadaret Greater New York City Area Details
Peter Cadaret's Oppenheimer Asset Management Experience August 1999 - Present
Job Managing Director at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management   August 1999 - Present
Oppenheimer & Co. Inc.   1999 - Present
J&W Seligman  November 1997 - July 1999

Skills
Alternative Investments, Series 63, Hedge Funds, Investments, Equities, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Strategic Financial...

Education
Canisius College   1993 — 1996
B.A, Political Science

Gaal Surugeon, CFA Gaal Surugeon, CFA Greater New York City Area Details
Gaal Surugeon, CFA's Oppenheimer Asset Management Experience January 2011 - Present
Job Investment Analyst at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer Asset Management   January 2011 - Present
Decision Economics, Inc.   June 2009 - December 2010
JPMorgan  June 2008 - August 2008

Skills
Bloomberg, Equities, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Series 7, Fixed Income, Asset Allocation

Education
University of Michigan   2005 — 2009
BA, Economics

Jun Boykin Jun Boykin Greater New York City Area Details
Jun Boykin's Oppenheimer Asset Management Experience February 2012 - Present
Job Senior Director at Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management   February 2012 - Present
Emerging Managers Group   October 2011 - January 2012
Oppenheimer Asset Management   2005 - September 2011
Rochdale Investment Management  2000 - 2005
Berger & Associates LLC   1997 - 2000
Donaldson, Lufkin & Jenrette   1995 - 1997

Education
Pepperdine University
Bachelors of Science, Business Adminstration

Linda Ripley Linda Ripley Greater Denver Area Details
Linda Ripley's Oppenheimer Asset Management Experience 1980 - 1982
Job Principal at Incisive Marketing Communications, Inc.
Industry Investment Management
Experience
Incisive Marketing Communications, inc.   2010 - Present
Dreyfus Founders   1997 - 2000
Founders Asset Management  1982 - 1997
Oppenheimer Asset Management   1980 - 1982

Skills
Investments

Education
University of Colorado Boulder   1976 — 1980
BS, Finance

John St George John St George Greater Denver Area Details
John St George's Oppenheimer Asset Management Experience August 1982 - March 1985
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Colorado AIr National Guard  August 2001 - Present
US Department of the Interior  October 1996 - August 2001
Colorado Department of Human Services  February 1992 - October 1996
Capgemini Consulting  July 1989 - February 1992
Rocky Mountain Bankcard Systems   April 1987 - July 1989
Citicorp Diners Club  March 1985 - April 1987
Oppenheimer Asset Management   August 1982 - March 1985

Education
Columbia College   2008 — 2010
BA, Business

Community College of the Air Force   2001 — 2002
AS, Aircraft

Carol A. Peyser Carol A. Peyser Greater New York City Area Details
Carol A. Peyser's Oppenheimer Asset Management Experience April 2004 - Present
Job Managing Director at Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management   April 2004 - Present
Merrill Lynch  1994 - 2004
PaineWebber  1983 - 1994

Education
University of Pennsylvania - The Wharton School   1982 — 1983
MBA, Finance

Brandeis University   1972 — 1976
BA, Economics

The London School of Economics and Political Science (LSE)   1974 — 1975
International Economics

Anton Gringut, CFA Anton Gringut, CFA Greater New York City Area Details
Anton Gringut, CFA's Oppenheimer Asset Management Experience May 2013 - Present
Job Director, Consulting Group at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management   May 2013 - Present
JPMorgan Asset Management, Global Equities Team   July 2010 - April 2013
Ocean Road Advisors / Meyer and Co. LLC   December 2008 - January 2010
Basel Asset Management  June 2008 - August 2008

Skills
Bloomberg, Equities, Valuation, Financial Analysis, Microsoft Excel, DCF, Economics, Research, Investments, PowerPoint, Microsoft Office, eVestment, Morningstar, BarraOne, Manager Due Diligence

Education
Baruch College, Zicklin School Of Business
Bachelor of Business Administration; BBA, Finance and Investments

American College of Thessaloniki   2009 — 2009

Stuyvesant High School   2002 — 2006

Ed Harrington Ed Harrington Greater New York City Area Details
Ed Harrington's Oppenheimer Asset Management Experience October 1994 - Present
Job Managing Director at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management   October 1994 - Present

Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Financial Advisory, Wealth Management, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Equities, Management, Investments, Financial Services, Series 7, Fixed Income, Wealth Management...

Education
University of Scranton   1990 — 1994
BS, Finance

Edward Eccles, CAIA Edward Eccles, CAIA Greater New York City Area Details
Edward Eccles, CAIA's Oppenheimer Asset Management Experience July 2007 - Present
Job Executive Director, Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management   July 2007 - Present
Citi  August 2006 - June 2007
Morgan Stanley  September 1997 - July 2006

Skills
Portfolio Management, Investment Management, Mutual Funds, Asset Allocation, Separately Managed..., Investment Strategies, ETFs, Alternative Investments, Asset Managment, Investments, Quantitative Analytics, Financial Services, Wealth Management, Fund Of Funds, Hedge Funds, Fixed Income

Education
University of Massachusetts, Amherst   1987 — 1990
Bachelor of Arts, Economics

Kristi Rutkin Kristi Rutkin Greater New York City Area Details
Kristi Rutkin's Oppenheimer Asset Management Experience July 2015 - Present
Job Associate Director, Sales & Marketing at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer Asset Management   July 2015 - Present
Oppenheimer Asset Management   January 2014 - June 2015
Oppenheimer Asset Management   July 2012 - December 2013
Merrill Lynch  June 2011 - December 2011

Skills
Series 66, Series 7, Alternative Investments, Bloomberg Terminal, Hedge Funds, Wealth Management, Equities, Fund Of Funds, Investments, Finance, Corporate Finance

Education
City University of New York-Baruch College   2009 — 2012
BBA, Major: Finance, Minor: Political Science

Kostas Bessas Kostas Bessas New York, New York Details
Kostas Bessas's Oppenheimer Asset Management Experience November 2009 - August 2012
Job Analyst at Torchlight Investors
Industry Financial Services
Experience
Torchlight Investors  July 2015 - Present
Torchlight Investors  August 2012 - July 2015
Oppenheimer Asset Management   November 2009 - August 2012
Alpha Finance US Corp.   May 2008 - July 2008

Skills
Bloomberg, Account Reconciliation, Advent, Axys, Asset Managment, Fixed Income, MBS, CMBS, Equities, Mutual Funds, Hedge Funds, Microsoft Excel, Bloomberg Terminal, Asset Management

Education
City University of New York-Baruch College   2005 — 2009
Bachelor of Arts (B.A), Economics