Nearly 60 of Oppenheimer's Next-Gen
Financial Advisors to Convene in New
York
Industry-Leading Event Showcases Breadth
and Depth of Firmwide Resources to Support the Long-Term
Success of Next-Gen Advisors
NEW
YORK, Aug. 13, 2024 /PRNewswire/
-- Oppenheimer & Co. Inc. (Oppenheimer) — a leading
investment bank, wealth manager, and a subsidiary of Oppenheimer
Holdings (NYSE: OPY) — today announced the commencement of its
Next-Gen Peer-to-Peer Forum at the firm's headquarters in
New York City. Now in its third
year, the two-day event will bring together nearly 60 financial
advisors across 25 Private Client Division offices and 16 states
nationwide.
"I'm thrilled to kick off this year's Next-Gen Peer-to-Peer
Forum with this critical cohort, who represent the future of
our firm," said Nicholas Siconolfi,
Executive Director, Head of National Sales for Oppenheimer's
Private Client Division. "As a Next-Gen leader at the firm, I am
keenly focused on constantly enhancing both the resources available
to our advisors and the exceptional client service we provide."
The Forum enables Next-Gen advisors to share best practices,
engage with mentors and partner with firm product and service
leaders on how best to apply the breadth and depth
of Oppenheimer's offerings to meet client needs. Attendees
will be able to share perspectives on the industry's future and
learn how to grow their practices holistically to meet the evolving
needs of today's high-net-worth wealth management clients.
Forum participants will experience firsthand
why Oppenheimer represents the premier Next-Gen platform on
Wall Street. They will learn how the firm is able to unlock young
advisors' full potential by offering the infrastructure, resources,
support and access needed to grow their practice. Sessions at the
Forum will cover the following topics:
- Multi-Generational Practice Management
- Team Structure and Dynamics
- Advanced Planning Concepts
- Leveraging Social Media/Digital Marketing
- Communicating one's value
- Client Acquisition and Retention
- The Best Practices of Top Producers
"The Next-Gen Peer-to-Peer Forum fosters collaboration across
divisions, cultivates a community of partnership for solving
complex client needs and inspires us all to accelerate the growth
of our firm," said Ed Harrington,
Executive Vice President of the Private Client Division at
Oppenheimer. "I am excited for our Next-Gen advisors to discover
how our flat organizational structure, nimbleness and world-class
capabilities have positioned us for strong long-term success in the
wealth management industry."
Harrington continued, "The forum attendees, who collectively
manage approximately $6.5 billion in
assets, are an experienced, high-performing cohort with a bright
future. Between the group's skillset, ambitions and energy and
the firm's unwavering support of their efforts, we have built an
incredibly powerful dynamic together, and I am excited for what we
can achieve going forward."
Oppenheimer manages six junior development programs and has
invested in the training of over three generations of financial
advisors, capital markets professionals, investment bankers, equity
research analysts and other professionals in our industry. We
remain committed to these programs and invite current and aspiring
wealth management professionals to inquire about opportunities at
our firm by emailing NextGenAdvisors@opco.com.
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 & Co. Inc.