Stephens will Head Up the Northeast Region
while Moffett will Lead the Southeast Region; Each Has Over 20
Years of Public Finance and Municipal Capital Markets Experience,
and will Serve as a Managing Director
New York
and Atlanta-Based Senior Hires Follow the Recent Recruitment of
Their Colleagues and Oppenheimer's Newly Named Head of Public
Finance, Elizabeth Coolidge, and
Builds on Oppenheimer's Growth in the Space
NEW
YORK, Feb. 8, 2024 /PRNewswire/ -- Oppenheimer
& Co. Inc. (Oppenheimer) — a leading financial services
firm and a subsidiary of Oppenheimer Holdings (NYSE: OPY) —
announced today that Kristin
Stephens and David Moffett
have joined the Public Finance team as Managing Directors. Ms.
Stephens will be based in New York
and serve as Head of the Northeast Region while Mr. Moffett will
work out of Atlanta and be Head of
the Southeast Region. Each will report to Elizabeth (Beth) Coolidge, the newly appointed
Head of Public Finance.
"We are thrilled to have Kristin and David join our team," said
Coolidge, who leads the Public Finance team from Chicago. "Kristin's past work with issuers in
developing innovative credit strategies has allowed her to build
longstanding relationships with key clients, not only in the
Northeast but across the country. David has managed some of the
most important transactions in recent history for issuers in the
Southeast."
Stephens and Moffett each have more than 20 years of experience
in the space.
Most recently, Stephens served as Managing Director and Head of
Credit Strategies at UBS for over five years. She joined the Public
Finance team after nearly a decade in the UBS Chief Investment
Office, where she was named Executive Director and Head of
Municipal Credit. Earlier in her career, Stephens worked
at ACA Capital, J.P. Morgan and ABN AMRO Bank N.V.
Moffett previously served as Executive Director in Southeast,
Public Utility and Project Finance at UBS for six years. Before
that, he was a Managing Director at Jefferies for eight years.
Earlier in his career, Moffett worked at Bank of America Merrill
Lynch, A. G. Edwards, PriceWaterhouseCoopers and Accenture.
The recruitments of Stephens and Moffett build on Oppenheimer's
recent hires of Coolidge, Liberty
Ziegahn and Madison Maher.
All five new additions to the Public Finance team most recently
were colleagues at UBS. Coolidge formerly led UBS's Midwest
public finance unit for over six years.
These appointments bolster Oppenheimer's Public Finance team,
which includes approximately 25 professionals. It also follows the
2020 acquisition of San
Francisco-based Brandis
Tallman, which accelerated the firm's Public Finance
presence in California.
"Oppenheimer is a leading financial institution in the municipal
finance business," Stephens said. "I am eager to lead the Northeast
Region, to execute novel debt solutions for our clients, and to
work again with my former colleagues Beth, Liberty, Madison and
David, as well as the entire Oppenheimer Public Finance team."
Moffett added, "The public utility sector serves a vital role in
the growth of communities and the quality of life for people across
the country. Throughout my career, I have worked on projects to
achieve these goals. I am excited to join such a forward-thinking
team and to help enhance Oppenheimer's Public Finance capabilities
in the Southeast Region."
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:
Michael
Dugan / Mitch Manning
Haven Tower Group LLC
424 317 4852 / 424 317 4858
mdugan@haventower.com / mmanning@haventower.com
View original
content:https://www.prnewswire.com/news-releases/oppenheimer-further-expands-public-finance-banking-team-with-appointments-of-kristin-stephens-and-david-moffett-302055970.html
SOURCE Oppenheimer & Co. Inc.