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July 31, 2015 10:13 PM ET

Capital Markets

Company Overview of OppenheimerFunds, Inc.

Company Overview

OppenheimerFunds, Inc. is a privately owned investment manager. The firm also provides retirement planning services. It primarily provides its services to investment companies. The firm also provides its services to pooled investment vehicles and other investment advisers. It launches and manages equity, fixed income, balanced, and multi-asset mutual funds for its clients. The firm also launches and manages hedge funds for its clients. It invests in the public equity, fixed income, and alternative markets across the globe. The firm employs fundamental analysis to create its portfolio. It conducts external research to make its investments. The firm was founded in 1960 and is based in New York...

Two World Financial Center

225 Liberty Street

New York, NY 10281-1008

United States

Founded in 1960

Phone:

212-323-0200

Fax:

212-323-4070

Key Executives for OppenheimerFunds, Inc.

President, Chief Executive Officer, and Chairman
Age: 56
Chief Financial Officer
Executive Vice President and Chief Operating Officer
Chief Investment Officer of Equities, Senior Vice President, and Director of International Equities
Age: 55
Senior Vice President of Information Technology Infrastructure
Compensation as of Fiscal Year 2015.

OppenheimerFunds, Inc. Key Developments

OppenheimerFunds, Inc. Presents at Family Office & Private Wealth Management Forum, Jul-20-2015 12:40 PM

OppenheimerFunds, Inc. Presents at Family Office & Private Wealth Management Forum, Jul-20-2015 12:40 PM. Venue: Hyatt Regency Newport, Newport, Rhode Island, United States.

OppenheimerFunds Announces Executive Changes

OppenheimerFunds announced that it has fully staffed its team covering Registered Investment Advisors (RIAs), as the firm focuses on further deepening and strengthening its relationships in this critical market. Kyle Najarian and Keith Watts have joined the company as Senior Advisor Consultants for the West and Southeast regions, respectively. Most recently, Kyle was at Wells Fargo Asset Management, where he was responsible for working with RIAs in their West territory. Keith was at Hatteras Funds, where he worked with advisors across the Southern United States. Dan Jarema has been promoted to Senior Advisor Consultant from Regional Advisor Consultant, and will be responsible for working with RIAs in the Midwest territory. In addition, Rico Castelda has moved from the firm's National Division to become a Regional Advisor Consultant on the RIA team, supporting coverage in the Midwest and Southeast regions.

OppenheimerFunds, Inc. Presents at 5th Annual East Coast RIA Investment Forum, Jun-08-2015 through Jun-09-2015

OppenheimerFunds, Inc. Presents at 5th Annual East Coast RIA Investment Forum, Jun-08-2015 through Jun-09-2015. Venue: The Charles Hotel, Boston, Massachusetts, United States. Presentation Date & Speakers: Jun-08-2015, Jerry A. Webman, Chief Economist and Senior Investment Officer, Laura Lawson, Vice President and Senior Client Portfolio Manager, Matthew C Straut, CIMA, Head of RIA Channel, Michelle Borré, Vice President and Portfolio Manager.

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