Oppenheimer & Co invests in 1st CMO
Steve’s breakdown: This is not the OppenheimerFunds account which changed hands in 2014. Joan Khoury is the new CMO and was most recently the CMO of LPL Financial.
NEW YORK, NY: Oppenheimer & Co. Inc. (“Oppenheimer”) today announced that Joan Khoury has joined the firm as Managing Director, Chief Marketing Officer, a newly created position. Khoury is a strategic marketing executive with more than 20 years of B2B and B2C leadership in the financial services industry. She will be based out of the firm’s New Yorkheadquarters and will be the newest addition to the Management Committee. She reports into Rob Lowenthal, Senior Managing Director.
In her role at Oppenheimer, Khoury will develop and implement strategy for the firm’s overall positioning in the market. This includes oversight of firm-wide communications, online websites, social media presence, public relations and all marketing materials.
“Oppenheimer is a premier brand in the financial services industry and Joan is an outstanding marketing executive,” said Lowenthal. “She will develop and implement a marketing strategy befitting of our Company, its dedicated employees and our many loyal customers. We welcome Joan to the firm and look forward to her contribution.”
“It is a privilege to join Oppenheimer during an important and exciting time in the firm’s evolution,” said Khoury. “The firm is deeply committed to enhancing the experiences of all of our employees, clients and investors.”
Khoury was most recently the Chief Marketing Officer for LPL Financial, the nation’s largest independent broker-dealer, where she developed the company’s marketing and branding strategy including public relations, social and digital media, content marketing, conferences and events, and advertising. Previously, she served as Head of Marketing for Merrill Lynch Wealth Management, where she refined and repositioned the firm’s wealth management business as the leader of a 90-member marketing organization. Her earlier roles include Global Head of Marketing for Wachovia Evergreen Investments (now Wells Fargo Advisors), Group Head of the Global Marketing division for Bank of New York Mellon and Marketing Manager for Bank of America. She began her professional career managing marketing and communications for United Way of Macon, Georgia.
Khoury earned a B.A. in Business Administration from Wesleyan College.
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.
Certain statements in this release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve a number of risks, uncertainties and other factors that could cause actual results to differ materially, as discussed in the Company’s filings with the Securities and Exchange Commission.