Veteran equity markets leader joins to oversee trading operations and advance cross-platform growth initiatives
Oppenheimer & Co. Inc., a leading investment bank, wealth manager, and subsidiary of Oppenheimer Holdings, today announced that Keith Peterson has joined the firm as Managing Director and Head of Cash Equity Sales and Trading. He will report to John Hellier, Senior Managing Director and Head of Equities.
In this role, Peterson will oversee all supervisory and operational activities for Oppenheimer’s equity sales and trading team, working closely with other leaders in the Equities division and across the firm to ensure continued excellence in all aspects of the core value proposition Oppenheimer delivers for clients.
“Keith’s extensive background and leadership in both trading and client relationship management make him an outstanding addition to our equities platform,” Hellier said. “His expertise and collaborative approach to client service will strengthen our ability to deliver differentiated insights and the highest quality of trade execution, throughout market cycles.”
Peterson joins Oppenheimer with more than two decades of equity markets experience. He most recently served as Partner and Head of Sector Trading at William Blair. Before that, he spent nearly 20 years at Credit Suisse in trading-focused roles across multiple sectors, including telecommunications, media and technology. He earned his bachelor’s degree from Cornell University.
“I’m excited to join Oppenheimer at such a dynamic moment for the equities business,” Peterson said. “The firm is committed to building a best-in-class Equities platform and delivering truly differentiated products and services to clients worldwide, and I look forward to playing a meaningful role in that effort.”
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