Wealth Management Veteran Brings Over 25
Years of Industry Experience
Appointment Builds on Firm's Momentum
Created by Recent Appointments to Strengthen its Presence in
Virginia, Georgia, Tennessee and Texas
NEW
YORK, Dec. 4, 2024 /PRNewswire/ -- Oppenheimer
& Co. Inc. (Oppenheimer), a leading investment bank and wealth
manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today
announced the appointment of Craig
Schneider as Regional Director of its Michigan Region.
Schneider will lead day-to-day operations for the firm's wealth
management business in the state and report to Ed Harrington, Executive Vice President of
Oppenheimer's Private Client Division.
"We are delighted to welcome Craig to Oppenheimer," said
Harrington. "Our Michigan Region is home to an exceptional team of
financial professionals, and his appointment adds an additional
resource to support their best-in-class service to clients. Craig's
extensive expertise and strong community ties make him an ideal
leader for growth in the area. Oppenheimer has deep roots in
Michigan, and we look forward to
Craig's impactful contributions in the years ahead."
Schneider has over 25 years of experience in financial services,
including more than two decades in leadership positions. Most
recently, he served as an Executive Director – Market Director at
J.P. Morgan Wealth Management.
This appointment builds on the success of the firm's recent
Private Client Division hires. In September, Mark J. Hovanic joined from J.P. Morgan
Securities as Executive Director and Branch Manager of
Oppenheimer's Richmond and Virginia
Beach offices, while Aaron
Stowell joined from Morgan Stanley as Managing Director and
Branch Manager of the firm's Atlanta office. Most recently, the firm
appointed Todd Wiggins as Regional
Director for the Dallas – Fort
Worth Region.
During the third quarter, the Private Client Division also
expanded its footprint by opening a new office in Memphis, Tenn. As part of this expansion, the
firm welcomed Alan Richmond,
Executive Director – Investments, and Clayton Ellis, Director – Investments, both
formerly with B. Riley.
"I am excited to join Oppenheimer, where I look forward to
collaborating closely with leadership to find innovative solutions
for both clients and advisors," Schneider said. "Oppenheimer offers
a unique combination of a family-oriented culture, direct access to
decision-makers, entrepreneurial freedom and robust support. This
dynamic empowers each advisor to build businesses that align with
their clients' specific financial needs. I'm honored to reconnect
with my roots and contribute to the growth and success of my home
state."
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.