NEW YORK, June 29, 2017 /PRNewswire/ -- Oppenheimer &
Co. Inc. ("Oppenheimer") – a leading wealth manager and investment
bank under Oppenheimer Holdings (NYSE:OPY) – is pleased to announce
the addition of four Managing Directors to its Global Fixed Income
Sales & Trading businesses. Recently joining in New York, Chicago, and Miami are Colin Abernathy, Katie
Lucas, Alberto Roque, and
Andrei Saunders.
As the global credit markets continue to evolve and provide
institutional client service opportunities, these roles meet the
combined demands of requisite product expertise and senior
relationship management experience. The new additions each
have complementary skills across geographies and products,
including high yield, investment grade, and emerging markets; and
they will focus on delivering customer-driven solutions to a
diverse institutional client base.
Since he joined Oppenheimer in 2013, Peter Albano, Managing Director and Head of
Global Fixed Income Sales & Trading, has recruited experienced
professionals to the platform. He focuses on individual producers
with strong client relationships, deep product knowledge, and a
desire to work in a collaborative environment where their unique
contributions will be meaningful to the team's success.
"By hiring these professionals, we are expanding our franchise
to better serve our institutional investor community with
additional fixed income expertise, geographic reach, and
intellectual capital," commented Albano.
Robert Lowenthal, Head of U.S.
Banking & Global Fixed Income stated: "Oppenheimer is
continuing to expand its significant presence in high yield,
investment grade, and emerging market fixed income products. With
more than 100 professionals worldwide, Oppenheimer provides the
institutional investment community with dedicated, objective, and
informed insight into these markets, as well as origination and
distribution of a differentiated capital markets product."
The four Managing Directors are:
Colin Abernethy joins our
high yield desk, to which he brings more than 20 years of
experience in cash and derivative credit sales in both large and
smaller platforms. Most recently, Colin was a Managing Director at
Stifel, where he was an integral part of credit sales; his previous
experience includes credit sales at UBS and BTIG. Colin graduated
from the University of Pennsylvania
with a B.A. in Economics and earned an MBA from NYU Stern School of
Business.
Katie Lucas joins
Oppenheimer's Chicago office,
where she will be responsible for growth of the investment grade
and high yield franchises in the mid-west and west-coast
regions. Her coverage includes insurance companies, hedge
funds, and mutual funds. Katie's experience includes senior
institutional sales in high yield and investment grade with
William Blair; she worked previously
in fixed income sales at Goldman Sachs. Katie graduated from
Colby College with a B.A. in
Economics.
Alberto Roque brings
expertise in the institutional emerging markets business and will
lead these efforts from our Miami
office, which is increasingly a center for servicing institutional
clients located in the Central American, Latin American, and
Caribbean regions. Alberto brings
more than 20 years of experience in sales, trading, and origination
and has led the Miami-based
efforts in the LATAM region for several sell-side institutions,
including Nomura, Credit Suisse, RBC, and, most recently,
Jefferies. Alberto is an alum of Florida
International University, where he graduated with a double
major in Finance and International Business.
Andrei Saunders brings
expertise in investment grade and will be responsible for both
sales and geographic coverage in Central America. Andrei
brings 23 years of experience in the fixed income credit markets
and most recently served as Managing Director and Global Head of
U.S. Credit Sales at Credit Agricole, where he was responsible for
investment grade, high yield, ABS, and emerging market sales.
Andrei began his career in New
York at Goldman Sachs, spending over 18 years in various
capacities including Investment Grade Syndicate and Municipal
Finance and Sales. Andrei graduated from Massachusetts Institute of Technology with a B.S.
in Political Science.
About 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.