Last updated: 09:17 / Monday, 13 April 2015
UHNW Coverage

OppenheimerFunds Completes Private Client, Trust & Family Office Team

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OppenheimerFunds Completes Private Client, Trust & Family Office Team
  • Nancy Bong and Josean Fernandez, both Strategic Account Managers, have primary responsibility for managing the Company's relationships with the private banks, national trust companies and regional and super-regional banks.
  • There are five Sales Directors who cover trusts, family offices and the local offices of several Strategic Account clients: Joe Stellato (Northeast), Tom Winnick (Mid-Atlantic), Justin Goldstein (Southeast), Chris Saul (Central) and Matt Brown (West).

OppenheimerFunds has fully staffed its team covering private clients, bank trusts and family offices, reinforcing the Company's strategic drive to expand its core retail base and increase its capabilities in the ultra-high-net-worth market.

Most recently, OppenheimerFunds hired Nancy Bong as Strategic Account Manager on the team. She and fellow Strategic Account Manager Josean Fernandez have primary responsibility for managing the Company's relationships with the private banks, national trust companies and regional and super-regional banks that make up OppenheimerFunds' Strategic Account list.

"Nancy's addition enhances our strong, experienced team that provides robust service and value for this critical client sector," said Ned Dane, Head of Private Client, Trust & Family Office.  

In addition to Nancy and Josean, there are five Sales Directors who cover trusts, family offices and the local offices of several Strategic Account clients: Joe Stellato (Northeast), Tom Winnick (Mid-Atlantic), Justin Goldstein (Southeast), Chris Saul (Central) and Matt Brown (West).

Nancy joins OppenheimerFunds from Neuberger Berman, where she managed relationships with clients in the Private Bank and Trust channel. Previously, she worked at Lehman Brothers and Goldman Sachs. Nancy received her undergraduate degree from Queen's University School of Business in Canada and her MBA from Harvard Business School. She is a CFA® charterholder and has her CAIA designation. Nancy is based in New York.

"Under Ned's leadership, OppenheimerFunds is well positioned as a trusted, consultative advisor, aligned to meet the evolving needs of this essential client group," said John McDonough, Head of Distribution.

For your information...

Founded in 1959, OppenheimerFunds is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $237 billion in assets for over 13.5 million shareholder accounts, including sub-accounts, as of March 31, 2015.

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