Fixed Income Research Analyst Bios
Consumer & Retail – High Yield Research
Colleen Burns is a Managing Director and Senior Analyst covering High Yield Consumer and Retail sectors. Colleen has been covering Consumer and Retail credits in high yield for over 10 years. She joined Oppenheimer in January 2008. Prior to joining the Firm, Colleen was the senior high yield research analyst covering the consumer and retail sectors at CIBC World Markets. Prior to joining CIBC in 2007, she worked at Bear Stearns in high yield research. She began her career at Salomon Smith Barney in their consumer investment banking division. Colleen holds a B.S. in Finance and Accounting from Boston College.
Telecommunications, Media and Technology – High Yield Research
Jiten Joshi is an Executive Director and Senior Analyst covering Telecommunications, Media and Technology (TMT) sectors. Jiten joined Oppenheimer in April 2016. Prior to joining the Firm, Jiten was the senior high yield/distressed analyst covering TMT and Metals & Mining at GMP Securities. Prior to GMP, Jiten was a credit portfolio manager at Princeton Advisory Group from 2014 to 2015 and at Aviva Investors from 2010 to 2014. Jiten started his career in finance at Houlihan Lokey as an analyst in their restructuring group. Jiten has a B.A. in Economics from Columbia College and an MBA in Finance from Columbia Business School.
Municipal Credit Research
Jeff Lipton is a Managing Director and directs Oppenheimer’s Municipal Research and Strategy effort. Jeff’s municipal credit expertise extends to all sectors of the municipal market. Prior to joining the Firm in June 2014, Jeff spent 14 years as Director of Municipal Research at two buy-side, investment management firms and worked for a major insurance company as a Senior Municipal Analyst in the Company’s investment division. Jeff began his career at Dean Witter Reynolds and then moved on to PaineWebber where his primary responsibility was to provide in-depth municipal credit analysis for use in managing the Firm’s capital exposure. Jeff holds a B.S. in Business Administration with a concentration in Finance from the University of Delaware. He is a member of the Municipal Analysts Group of New York and the National Federation of Municipal Analysts.