Appointment to Newly Created Role Enhances
Oppenheimer's Expertise in Thematics and Expands Client
Opportunities in Fast-Growing Approach to Cross-Sector
Investing
Industry Veteran Brings More Than 30 Years
of Experience as Top-Performing Analyst, Portfolio Manager and
Management Strategy Consultant
NEW
YORK, Oct. 23, 2023 /PRNewswire/ -- Oppenheimer
& Co. Inc. (Oppenheimer) — a leading investment bank,
wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE:
OPY) — announced today the hire of William
Bird as Managing Director, Head of Thematic Research, a
newly created position. He will work out of the firm's New York headquarters and report to
John Parks, Director of Equity
Research.
Bird's addition greatly enhances Oppenheimer's thematic research
platform, which is focused on spotting risks and opportunities for
clients by identifying mega-trends that cut across sectors
horizontally. During his career, he has developed a reputation for
bringing together relevant interdisciplinary teams to gain a
greater understanding of all the various factors that tend to
impact value creation and then quickly recognizing which companies
could be impacted as a result.
"I'm excited to welcome Bill to the firm," Parks said. "Thanks
to his proven track record, innovative approach and long history of
collaborating with large cross-functional teams, he is the ideal
person to oversee Oppenheimer's Thematic Research offering. As this
area of investing becomes ever more critical, Bill's innate ability
to recognize what matters to each of the relevant stakeholders,
including our wealth management clients, institutional investors
and issuers, will be a huge asset to Oppenheimer."
Bird brings approximately 32 years of experience to Oppenheimer.
He has extensive knowledge of equity and credit markets and applies
a private-equity approach to public investing. He also possesses a
deep strategic understanding of a wide variety of sectors,
including finance, technology, media and digital
businesses.
Most recently, Bird served as Managing Director, Head of
Thematic Content, Research Management at TD Cowen. While there, he
partnered with the firm's analysts to develop high-impact,
cross-sector industry research for clients and other stakeholders.
Before that, he was a Managing Director at strategic consulting
firms Magid and Activate.
"We are thrilled to have Bill join the research management
team," said John Hellier, Senior
Managing Director, Head of Equities for Oppenheimer. "He brings
extensive experience in fundamental equity research and,
importantly, will add to Oppenheimer's core domain expertise in
important industry verticals with a fresh thematic approach to the
key investment ideas of our time. The timing of Bill's arrival,
coinciding with the firm's brand re-emphasis on The Power of
Oppenheimer Thinking, is a significant reminder of the long legacy
of creativity, innovation and intellectual leadership emanating
from the Equity Research team.
Bird was also a Managing Director, U.S. Equity Research at
Citi-Smith Barney and held similar roles with Bank of America
Merrill Lynch and Lazard Capital Markets. At Lazard, he was a
member of the firm's stock selection and investment committees.
Before that, he was Managing Director at Steinberg Asset
Management, where he developed and actively managed an equity
portfolio that consistently outperformed its benchmarks.
Bird concluded, "I am honored to join the Equities team at
Oppenheimer, which is among the most highly regarded in the
industry, and excited for the opportunity to take its thematic
research capabilities to new heights. I was drawn to Oppenheimer by
the chance to collaborate with a very talented, entrepreneurial
team, as well as by the firm's distinct culture. I look forward to
building on the already impressive success of Oppenheimer's Equity
Research team through thematic investing ideas and content that add
significant value to the firm's clients."
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 Holdings, Inc.