- Throughout his more than 20 years in the financial services industry, Kutsmeda has created a track record as a financial advisor, training director and branch and area manager
- His goal is to assist his firm and the financial advisors with whom he works to bring in new clients and assets
- He will report to Executive Vice President, Private Client Division, Robert Okin
Oppenheimer & Co. Inc., has announced that Brian C. Kutsmeda has joined the Firm as Managing Director – Investments and Area Manager. He will work out of Oppenheimer's Boca Raton office and will report to Executive Vice President, Private Client Division, Robert Okin.
Throughout his more than 20 years in the financial services industry, Mr. Kutsmeda has created a distinguished track record as a financial advisor, training director and branch and area manager. He joins Oppenheimer from JP Morgan.
"Brian's range of skills reflect a determined professional who has put his time to good use in helping clients and helping his associates grow their abilities and their assets under management," said Mr. Okin.
Mr. Kutsmeda focuses on collaborating with the people in his company, clients and industry partners. His goal is to assist his firm and the financial advisors with whom he works to bring in new clients and assets. His experience as a trainer and mentor helps improve the competencies of advisors and managers to structure their businesses as effectively as possible.
"I am excited to be a part of Oppenheimer," Mr. Kutsmeda said, "because it offers a strong platform for financial advisors to perform well for their clients while encouraging the entrepreneurial spirit so critical to our business. During the past decade, I have observed the firm's growth, and my goal is to continue the momentum, making it the best place for successful advisors in South Florida."
"Oppenheimer has already built a substantial and dynamic presence in Boca Raton. We expect Brian to help expand the firm's business and reputation throughout the area," Mr. Okin said.
Oppenheimer & Co. Inc., a principal subsidiary of Oppenheimer Holdings Inc. 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. OAM is a registered investment adviser and a subsidiary of Oppenheimer Holdings Inc.