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February 10, 2016 7:56 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

Key Executives for OppenheimerFunds, Inc.

President, Chief Executive Officer, and Chairman
Age: 56
Chief Financial Officer
Head of Operations
Chief Investment Officer of Equities, Senior Vice President, and Director of International Equities
Age: 55
Chief Economist and Senior Investment Officer
Compensation as of Fiscal Year 2015.

OppenheimerFunds, Inc. Key Developments

OppenheimerFunds, Inc. Appoints Kirk Reid as Head of Operations

OppenheimerFunds, Inc. announced that Kirk Reid joined the firm as Head of Operations. In this role, Reid will be responsible for developing and implementing platforms, processes, and capabilities required for the firm to continue to grow its retail business while further expanding in the high-net-worth and institutional spaces. Reid will be based in Denver and will report to Eric Meltzer, the company’s Chief Technology and Operations Officer. Prior to joining the company, Reid served as Senior Vice President, Global Institutional Operations, at Janus Capital Group, where he led an international team that oversaw operations for Janus's five separate and distinct asset managers. He previously was responsible for Retail Marketing Analytics and Business Intelligence and was a Director of Retail and Call Center Operations at Janus. He started his career at Janus in 1995 as an Investor Service Representative.

Oppenheimer Funds Appoints Beth Brown to the Board, Effective January 1, 2016

The New York Board of Trustees of the Oppenheimer Funds announced the appointment of asset management industry leader Beth Brown to the Board, effective January 1, 2016. Brown currently works as an Independent Consultant, offering expertise to corporations, business units and individuals. In addition, she serves as an Advisor on the Board of Advisors for Caron Engineering, Inc. Previously, Brown was Head of Intermediary Distribution for Columbia Management in Boston. Brown is President of the Board of Directors of the Acton-Shapleigh Youth Conservation Corps, Vice President for the Board of Directors of the Grahamtastic Connection.

OppenheimerFunds Hires James White as Head of Diversity & Inclusion

OppenheimerFunds announced that James White joined the firm as Head of Diversity & Inclusion. In this role, White will be responsible for advancing inclusion as a core value and competitive advantage of the firm. White will be based in New York and will report to Andrew Doyle, OppenheimerFunds' Chief Human Resources Officer. Prior to joining OppenheimerFunds, White served as Vice President, Americas Diversity & Inclusion, at Credit Suisse, where he provided strategic leadership on creating an inclusive culture. He previously served as Human Capital Project Lead for the Investment Bank at Credit Suisse. Before that, White held a series of positions with increasing responsibility in Human Resources at Bank of America Merrill Lynch.

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