Oppenheimer & Co. Inc. – a leading wealth manager and investment bank under Oppenheimer Holdings (NYSE:OPY) – is pleased to announce the addition of four Managing Directors to its Global Fixed Income Sales & Trading businesses. Recently joining in New York, Chicago, and Miami are Colin Abernathy, Katie Lucas, Alberto Roque, and Andrei Saunders.
As the global credit markets continue to evolve and provide institutional client service opportunities, these roles meet the combined demands of requisite product expertise and senior relationship management experience. The new additions each have complementary skills across geographies and products, including high yield, investment grade, and emerging markets; and they will focus on delivering customer-driven solutions to a diverse institutional client base.
Since he joined Oppenheimer in 2013, Peter Albano, Managing Director and Head of Global Fixed Income Sales & Trading, has recruited experienced professionals to the platform. He focuses on individual producers with strong client relationships, deep product knowledge, and a desire to work in a collaborative environment where their unique contributions will be meaningful to the team's success.
"By hiring these professionals, we are expanding our franchise to better serve our institutional investor community with additional fixed income expertise, geographic reach, and intellectual capital," commented Albano.
Robert Lowenthal, Head of U.S. Banking & Global Fixed Income stated: "Oppenheimer is continuing to expand its significant presence in high yield, investment grade, and emerging market fixed income products. With more than 100 professionals worldwide, Oppenheimer provides the institutional investment community with dedicated, objective, and informed insight into these markets, as well as origination and distribution of a differentiated capital markets product."
The four Managing Directors are:
Colin Abernethy joins our high yield desk, to which he brings more than 20 years of experience in cash and derivative credit sales in both large and smaller platforms. Most recently, Colin was a Managing Director at Stifel, where he was an integral part of credit sales; his previous experience includes credit sales at UBS and BTIG. Colin graduated from the University of Pennsylvania with a B.A. in Economics and earned an MBA from NYU Stern School of Business.
Katie Lucas joins Oppenheimer's Chicago office, where she will be responsible for growth of the investment grade and high yield franchises in the mid-west and west-coast regions. Her coverage includes insurance companies, hedge funds, and mutual funds. Katie's experience includes senior institutional sales in high yield and investment grade with William Blair; she worked previously in fixed income sales at Goldman Sachs. Katie graduated from Colby College with a B.A. in Economics.
Alberto Roque brings expertise in the institutional emerging markets business and will lead these efforts from our Miami office, which is increasingly a center for servicing institutional clients located in the Central American, Latin American, and Caribbean regions. Alberto brings more than 20 years of experience in sales, trading, and origination and has led the Miami-based efforts in the LATAM region for several sell-side institutions, including Nomura, Credit Suisse, RBC, and, most recently, Jefferies. Alberto is an alum of Florida International University, where he graduated with a double major in Finance and International Business.
Andrei Saunders brings expertise in investment grade and will be responsible for both sales and geographic coverage in Central America. Andrei brings 23 years of experience in the fixed income credit markets and most recently served as Managing Director and Global Head of U.S. Credit Sales at Credit Agricole, where he was responsible for investment grade, high yield, ABS, and emerging market sales. Andrei began his career in New York at Goldman Sachs, spending over 18 years in various capacities including Investment Grade Syndicate and Municipal Finance and Sales. Andrei graduated from Massachusetts Institute of Technology with a B.S. in Political Science.
About 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.
