NEW YORK, Dec. 20, 2017 /PRNewswire/ -- Oppenheimer &
Co. Inc. ("Oppenheimer") – a leading wealth manager and investment
bank and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today
announced Michael Shatsky joined the Firm's Boca Raton, Florida office as Managing
Director – Investments.
Shatsky brings over two decades of wealth planning experience to
Oppenheimer, having previously held similar positions at Morgan
Stanley and Smith Barney. His specialties include a market neutral
option strategy that he helped develop in the late 1990s.
"Michael's deep understanding of endowment and foundation
strategies, corporate and executive planning and non-U.S. trust
management will make him an invaluable resource for our team and
clients," said Mark Whaley,
Executive Vice President, Oppenheimer. "We are thrilled to have him
on our team, helping to enhance the support we offer to clients
looking for strategic counsel regarding complex estate planning and
business transition situations in the Boca Raton area."
"Today, clients grapple with unprecedented levels of uncertainty
and other factors that are impacting financial decisions," said
Shatsky. "Oppenheimer's strong understanding of these factors,
coupled with our knowledge of financial markets, allows the Firm to
provide the best possible insights and counsel to our clients."
Shatsky brings his seasoned team with him to the Firm, including
Alex Lee, Associate Director –
Investments, and Ellen Lombardozzi,
Senior Financial Associate. The team will report to Brian Kutsmeda, Branch Manager of the
Boca Raton office.
"This talented group brings an expansive network of deep
relationships and significant sector expertise to the Firm," said
Brian Kutsmeda, Managing Director –
Investments, Oppenheimer. "Their unique and proven investment
strategy is a welcomed addition, and we are truly honored to have
them as members of our Boca Raton
office."
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.