Financial Institutions
Long-standing experience. Objective guidance.
Financial institutions form the literal foundation of the global economy.
Oppenheimer’s Financial Institutions Team is committed to delivering tailored investment banking products and services to our clients throughout their lifecycle. Our dedicated senior bankers, each with an average of 15 years of industry experience, offer objective guidance on everything from initial public offerings and mergers and acquisitions to equity and debt capital markets.
Our team offers clients extensive financial advisory and execution experience across the following industry sub-sectors:
- Asset managers
- Business development companies
- Broker-dealers
- Commercial banks and thrifts
- Closed end funds
- Financial technology companies
- Insurance companies
- Investment banks and advisory firms
- Mortgage & Property REITs
- Specialty lenders
- Real estate firms
- Wealth managers and investment advisors
- Alternative managers
Gilbert Dychiao
Title:Head of Financial Institutions and Real Estate
Cliff Booth
Title:Managing Director
Leslie Fenton
Title:Managing Director
Philippe Jacquemard
Title:Managing Director
Joe Lovell
Title:Managing Director
JD Nelson
Title:Managing Director
John Putrino
Title:Managing Director
Ritendra Roy
Title:Managing Director
Financial Institutions
Bond Offering
Co-Manager
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