NEW YORK, April 29, 2019 /PRNewswire/ -- Oppenheimer
& Co. Inc. ("Oppenheimer") – a leading investment bank, wealth
manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) –
today announced that Peter Ulbrich
has assumed the role of Branch Office Manager of the Birmingham and Grosse Pointe Farms branches.
Ulbrich will continue to report to Jim
Lowe, SVP of Oppenheimer's Private Client Division.
Ulbrich, who has been with Oppenheimer for the past 25 years,
will be responsible for driving business growth, empowering
advisors with the Firm's resources and tools, and promoting strong
client relationships across the Firm's services. Previous to this
appointment, he served as Branch
Manager of the Grosse Pointe Farms
branch for 11 years, and as Executive Director of Investments and
Omega Portfolio Manager.
"The Birmingham market holds
tremendous opportunity for Oppenheimer," said Ulbrich. "As a branch
manager with a growing practice, I understand the complex needs of
today's financial advisor and what they require to succeed. I look
forward to continuing to build on the fantastic team that we have
in the Birmingham office, using
the pillars of honesty, integrity, and service to ensure that
quality service continues to be delivered."
The Financial Advisors in the Michigan branch offices specialize in helping
business owners, young professionals, and retirees achieve their
financial goals. "By providing personalized plans that evolve as
needs change, we deliver the most appropriate risk-adjusted returns
that are consistent with clients' objectives," added Ulbrich.
"We're committed to helping clients invest and preserve their money
wisely."
Ulbrich earned a Bachelor of Business Administration from
Western Michigan University, majoring
in Finance and minoring in Economics. A lifetime resident of
Grosse Pointe, Ulbrich is married
with three children.
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.
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SOURCE Oppenheimer & Co. Inc.