Tag : wealth manager

Oppenheimer Announces the Appointment of Public Finance Banker Guy T. Logan as Managing Director, Head of Infrastructure & Mid-Atlantic Region
Finance Investments News

Oppenheimer Announces the Appointment of Public Finance Banker Guy T. Logan as Managing Director, Head of Infrastructure & Mid-Atlantic Region

PR Newswire
Addition of respected industry veteran highlights the rapid expansion of the firm’s Public Finance team Oppenheimer & Co. Inc., a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings announced it has hired Guy T. Logan to serve as Managing Director, Head of Infrastructure & Mid-Atlantic Region within the......
NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise
InsurTech News

NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise

Fintech News Desk
Acquisition strengthens NFP’s P&C presence in the Western US NFP, a leading property and casualty broker (P&C), benefits consultant, wealth manager and retirement plan advisor, announced it has acquired Presidio Financial Services Corporation (Presidio). Based in Westlake Village, California, Presidio is an independent insurance brokerage that provides an extensive range......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Banking Fintech News

Oppenheimer & Co. Inc. Welcomes New First-Year Investment Banking Analysts, Reflecting Firm’s Commitment To Cultivating Next Generation Talent

Fintech News Desk
Investment Bank Analyst Program Launched Over 30 Years Ago to Onboard 12 Recent College Graduates Across New York, Boston, Baltimore and San Francisco Offices Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), announced the firm is welcoming its newest......
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