Oppenheimer & Co. Inc. announces the appointment of Brad Watkins as Chief Financial Officer

NEW YORK, August 1, 2022 /PRNewswire/ — Oppenheimer & Co . Inc. (“Oppenheimer”): wealth manager, investment bank and subsidiary of Oppenheimer Holdings (NYSE: OPY) – announced today Brad WatkinsCPA, has joined the company as effective CFO August 1, 2022.

Mr. Watkins will be responsible for all aspects of Oppenheimer’s financial operations and will lead long-term budget planning and cost management to ensure alignment with Oppenheimer’s strategic growth plans. As a member of the Management Committee, Mr. Watkins will report to Albert G. LowenthalPresident and CEO.

“Brad is an experienced leader with a strong background in the financial services industry,” commented Mr. Lowenthal. “His experience in providing audit services to the nation’s largest financial services firms will be invaluable as we focus on the quality and efficiency of our operating model to drive growth in a business and evolving market”.

Before joining Oppenheimer, Mr. Watkins has been with KPMG since 2003, spending most of his time in its New York financial services audit practice, where he began his career and rose through the ranks before becoming a partner in 2015 During his time at KPMG, Mr. Watkins served a variety of clients, including a large multinational financial institution, as well as clearing and introducing broker-dealers.

He also has extensive experience in SEC reporting matters and auditing complex process areas involving technical accounting literature, including securitization matters, foreign currency accounting, financial instruments and fair value measurements, entities of consolidation and variable interest, and derivatives and hedging.

“I am honored to serve as CFO at this exciting time for Oppenheimer,” said Mr. Watkins. “The company has a strong balance sheet and the potential for growth while providing an exceptional client experience. I look forward to becoming part of the Oppenheimer family and partnering with the team.”

Mr. Watkins graduated New York University Stern School of Business with a BA in Accounting.

Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. (Oppenheimer), a parent subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its subsidiaries provide a full range of wealth management, securities brokerage and investment banking services to high net worth. individuals, families, business managers, local governments, companies and institutions.

Oppenheimer Media Contact:
Joseph Kuo / Michael Dugan
Haven Tower Group LLC
424 317 4851 or 424 317 4852
[email protected] or [email protected]

SOURCE Oppenheimer & Co. Inc.



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