NEW YORK, May 9, 2016 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer") announces that Chad Allen, CAIA®, a Managing Director and Branch Manager of its 200 Park Avenue, New York office, has been named to its prestigious list of "Top 10 Branch Managers." This award, following the magazine's list of the "Top 100 Branch Managers," represents the culmination of On Wall Street's acknowledgment of the branch managers who bring out the best in their financial advisors, recruit promising new candidates, and serve as ambassadors between their financial advisors and top management.
"Chad welcomes responsibility, teamwork, and achieving ambitious goals," says Mark Whaley, Executive Vice President and Head of the Private Client Division. He provides guidance for approximately 186 financial advisors and staff. Collectively, the branch is responsible for private clients worldwide and institutional relationships totaling more than $11 billion in assets.
Chad states, "I expect my team to meet Oppenheimer's core values of integrity, commitment, and dedication to constant improvement."
Chad earned a B.S. in management from The United States Military Academy at West Point and served as a field artillery officer in the U.S. Army. His career in financial services began in 1996, when he entered Merrill Lynch's financial training program. After his graduation from Merrill's professional development program, he attained Club recognition status. He entered branch management in 1999 with Smith Barney. Prior to joining Oppenheimer, from 2005 to 2015, Chad served at UBS, where he advanced through a series of increasingly responsible leadership roles at the branch, regional, and national sales levels.
Chad also earned his M.B.A. from the Columbia Business School. He holds the Chartered Alternative Investment Analysis (CAIA®) designation from the CAIA Association. He is an active participant in the life of his community and has a passion for helping to support veterans and their families.
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. 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.
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SOURCE Oppenheimer & Co. Inc.