Oppenheimer Asset Management
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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