- The firm appoints Jim Lowe as Fritzlen's successor in the senior management team for the private client division
Oppenheimer recently announced the retirement of Senior Vice President Tom Fritzlen after more than three decades at the firm and the appointment of Jim Lowe as Fritzlen's successor.
Jim Lowe,who will assume Fritzlen's responsibilities as part of the senior management team for Oppenheimer's private client division, has held executive positions at multiple wealth management firms. Most recently, Lowe served as a branch manager at Oppenheimer's lower Manhattan branch, all while managing a successful investment advisory practice. He was also an executive director for Josephthal & Co. Inc., where he oversaw operations at 14 branch offices.
In addition to these changes, Mark Traffordand Todd Wiggins have been named branch managers of Oppenheimer's Seattle and Atlanta branches, respectively.