Event Gathered CPAs and Other Trusted
Industry Professionals with Select Group of Oppenheimer Advisors,
Investment Managers and Senior Leadership to Collaborate on
Strategies to Deliver Enhanced Client Service
PAG Referral and Partnership Program Model
Enables Accounting Firms and Others to Access Oppenheimer's Wealth
Management, Capital Markets, and Investment Banking
Capabilities
NEW
YORK, Nov. 13, 2024 /PRNewswire/ -- Oppenheimer
& Co. Inc. (Oppenheimer) — a leading wealth management and
investment banking firm, and subsidiary of Oppenheimer Holdings
(NYSE: OPY) — today announced the completion of its 20th
annual Professionals Alliance Group (PAG) Conference.
The event, held November 12-13 at
the firm's New York headquarters,
brought together a select group of Oppenheimer's financial
advisors, investment managers and senior leadership with Certified
Public Accounting firms and other trusted industry partners to
discuss macro trends and strategies to best serve clients.
"This year's Professionals Alliance Group's annual conference
came at a critical time for the industry, and was held against the
backdrop of a complex macroeconomic environment, potential
shifts resulting from the incoming administration and fast-evolving
client expectations," said Bryan
McKigney, President of Oppenheimer Asset Management. "We
were proud to bring together leaders and forward-thinking experts
in their respective fields to explore effective solutions and
growth strategies."
Oppenheimer pioneered the Professionals Alliance Group in
1997. It has since grown into one of the financial industry's
premier referral and partnership programs.
The unique model allows CPAs, lawyers, family offices and other
professional services providers to integrate the full scope of
Oppenheimer's wealth management, capital markets and investment
banking capabilities, resulting in expanded offerings and a more
comprehensive approach to serving clients.
Notably, the 20th annual PAG Conference featured
sessions on tax-efficient strategies that highlighted The Power of
Oppenheimer Thinking, such as tax-exempt fixed income, 1031
exchanges, tax-managed direct indexing and exchange funds.
"Since its inception, the Professionals Alliance Group has set
the industry standard for collaboration and innovation," said
Daniel Mullen, Executive Director of PAG. "Oppenheimer's
wealth management capabilities empower accounting firms and other
trusted advisory practices to deliver more robust client-centered
solutions. This event underscored our dedication to advancing these
partnerships and exploring new ways to bring value to advisors and
clients."
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.
Media Contact:
Joseph
Kuo / Michael Dugan
Haven Tower Group LLC
424 317 4851 or 424 317 4852
jkuo@haventower.com or mdugan@haventower.com
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SOURCE Oppenheimer & Co. Inc.