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Rating:Oppenheimer Adds Five to its Strategic Accounts Group Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, August 03, 2011

Oppenheimer Adds Five to its Strategic Accounts Group

Reported by Hung Tran

OppenheimerFunds, Inc.[see profile] has added five new hired to its strategic accounts group, which includes retail, institutional, large trust banks, defined contribution investment-only/subadvisory and consultant relations channels.

Specifically, John Leonard and Megan Pigott have joined the firm's third party distribution team, reporting to Christie Loftus, vice president. Sean Clark and Tim Scanlan have both joined the consultant relations team based in Chicago. They report to Geoff Crumrine, managing director of consultant relations. Also, Tim Stidham has joined the firm's institutional sales team, reporting to Paul Eisenhardt, head of institutional sales and service.

Leonard joined as vice president, senior strategic account manager and DC practice lead, responsible for the overall distribution strategy for third party retirement platforms. He was most recently with Deutsche Bank/DWS Investments, where he was the head of the DC I-O group.

Pigott joined the third party distribution team as an assistant vice president, strategic account manager covering many of Oppenheimer’s retirement platforms that are sold through both the retail and institutional market. She previously worked with Lord Abbett, where she was a director of institutional services/due diligence.

Clark joined the consultant relations team as vice president. His most recent role was managing director of consultant relations for John Hancock. Scanlan also joined the consultant relations team as vice president. Previously, he was a managing director of consultant relations at Titanium Asset Management.

And Stidham joined as vice president of institutional sales, responsible for covering the Western half of the United States. He previously served as senior vice president of institutional sales for Putnam Investments.

“These hires highlight our commitment to providing best in class talent across our Strategic Accounts team,” said Kim Mustin, senior vice president and global head of strategic accounts.  

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