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OppenheimerFunds Completes Private Client, Trust & Family Office Team
Eliane Chavagnon
10 April 2015
OppenheimerFunds yesterday said it has “fully staffed its team covering private clients, bank trusts and family offices,” reinforcing its strategic drive to expand its core retail base and increase its capabilities in the ultra high net worth market. The firm has hired Nancy Bong from Neuberger Berman as strategic account manager, working with Josean Fernandez, and there are also five sales directors covering trusts and family offices. Additionally, Joe Stellato covers the Northeast; Tom Winnick the Mid-Atlantic; Justin Goldstein the Southeast; Chris Saul the central region; and Matt Brown the West. At Neuberger Berman, Bong managed relationships with clients in the private bank and trust channel. Before that she worked at Lehman Brothers and Goldman Sachs.