Bird Has More Than 30 Years of Experience
as a Top-Performing Analyst, Portfolio Manager and Management
Strategy Consultant
NEW
YORK, April 3, 2024 /PRNewswire/ -- Oppenheimer
& Co. Inc. (Oppenheimer) — a leading investment bank,
wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE:
OPY) — announced today the appointment of William Bird as Director of Equity Research.
Bird, who previously served as Managing Director, Head of Thematic
Research, succeeds John Parks, who
is retiring from Oppenheimer after 35 years of service.
"I am thrilled for Bill Bird to
assume leadership of Equity Research, and I have every confidence
that he will do an excellent job of building on the resilient and
successful culture that John Parks
cultivated over the past 25 years," said John Hellier, Senior
Managing Director, Head of Equities for Oppenheimer. "Bill's
vision, expertise and management style will enable him to harness
our Equity Research team's quality and breadth of talent as we look
to the future."
Bird has approximately 33 years of experience as a
top-performing analyst, portfolio manager and management strategy
consultant. Since joining Oppenheimer in October 2023, Bird has enhanced the company's
Thematic Research platform, which focuses on spotting risks and
opportunities for clients by identifying mega-trends that cut
across sectors horizontally.
Prior to joining Oppenheimer, Bird served as Managing Director,
Head of Thematic Content, Research Management at TD Cowen, where he
partnered with the firm's analysts to develop high-impact,
cross-sector industry research for clients and other stakeholders.
Previously, he was a Managing Director at the strategic consulting
firms Magid and Activate.
Earlier in his career, Bird was 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.
Bird was also a Managing Director at Steinberg Asset Management,
where he developed and actively managed an equity portfolio that
consistently outperformed its benchmarks.
His distinguished career in research on Wall Street includes
being recognized 12 times by the Institutional Investor poll as an
All-America analyst covering Marketing Services, Professional
Information and Media, and awards from The Wall Street Journal as
"Master Stock Picker" and "Best on Street." Bird received
his B.A. from Harvard University
and his MBA from Duke University's
Fuqua School of Business.
"I am honored to begin my new role as Director of Equity
Research at Oppenheimer," Bird said. "Our relationships,
insights and capabilities are second to none, in large part due to
the disciplined and inspired longtime stewardship of John Parks. I am dedicated to ensuring a smooth
and careful transition for the team, as well as developing
innovative strategies for enhancing the platform in the years to
come."
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.