Next-Generation Financial Advisor Joins the
Firm's Fast-Growing, State-of-the-Art Broadwest
Complex
NEW
YORK, Nov. 6, 2023 /PRNewswire/ -- Oppenheimer
& Co. Inc. (Oppenheimer) — a leading investment bank,
wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE:
OPY) — today announced the recruitment of next generation financial
advisor Jon Sanders, Director of
Investments, who joins the Private Client Division with over eight
years of wealth management experience. He will be based in the
firm's Nashville, Tennessee,
office and report to Phil Hall, Executive Director and Branch
Manager.
"I am excited to welcome Jon to our rapidly expanding
Nashville office, which is
attracting the top talent in the financial industry," Hall said.
"In a competitive landscape, where talented individuals like Jon
have numerous options, we are grateful he chose Oppenheimer as
the catalytic partner to enhance his client service and grow his
practice. His passion for serving clients aligns seamlessly with
our commitment to the communities we operate in, so I'm honored to
have Jon onboard and look forward to many successful years working
together."
Sanders' addition is the latest sign of Oppenheimer's
commitment to the Nashville
region. The firm first announced the opening of an office there in
early 2022 as part of its ongoing push to have a presence in one of
the country's fastest-growing and most economically vibrant
markets. In October 2022, Oppenheimer
announced the recruitment of the Meridian Wealth Group to the
Nashville office.
During the summer, the Nashville office moved into a new
building, the best-in-class Broadwest Complex, which supports a
diverse group of financial professionals. There, Oppenheimer's
wealth management, capital markets and institutional groups serve
the global markets with an emphasis on high-net-worth clients. The
Nashville office also offers
expansive asset management capabilities for individuals, family
offices, and institutional investors.
"I am thrilled to join the Nashville office of Oppenheimer's Private
Client Division, a team that I have long admired for its stellar
reputation, high integrity and sophisticated capabilities," Sanders
said. "Throughout my career, I have embraced the values of
commitment, collaboration and effective communication, and I am
eager to apply them at Oppenheimer in service to our clients and in
support of my own business goals."
Ed Harrington, Executive Vice
President of the Private Client Division at Oppenheimer,
concluded, "The warm welcome we received from the Nashville community since opening our doors
last year is deeply appreciated. Jon's addition to the team is a
testament to our ability to attract next-generation talent with a
growth mindset. Our deliberate approach to talent acquisition
focuses on attracting high-caliber advisors who share our passion
for the capital markets, commitment to excellent service and
appreciation for the impact of accessible full-service resources
that Oppenheimer provides for clients."
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
(Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc.
(OPY on the New York Stock Exchange), and its affiliates provide a
full range of wealth management, securities brokerage and
investment banking services to high-net-worth individuals,
families, corporate executives, local governments, businesses and
institutions.
Media Contact:
Joseph
Kuo / Michael Dugan
Haven Tower Group LLC
424 317 4851 or 424 317 4852
jkuo@haventower.com or mdugan@haventower.com
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SOURCE Oppenheimer Holdings, Inc.