Oppenheimer & Co. Inc. - Add Relationship - LittleSis

Relationships Interlocks Giving Data

Leadership & Staff

1 / 2

Shelley Fredrick Greenhaus Whippoorwill Associates; Marvel Entertainment

• Portfolio Manager (Jan '83→Aug '90)

Neil D. Klein 25 years of experience in the investment management industry

• Senior Fixed Income Portfolio Manager (past)

Stephen Berger Chairman, Odyssey Investment Partners, LLC

• Director of Corporate Development (?→'83)

Andrea Ferzoco Director, New Mountain Capital

• Director - Investor Relations & Business Development ('11→'12)

Alex Shtaynberger

• Position ('90→'99)

William B Finneran founding partner of EXOP Capital LLC

• Position ('72→?)

Jason D Janosz Investor

• Managing Director and head of financial services investment banking (past)*

James E. Francis Founder and C.E.O., Paradigm Asset Management; Member, NYC Partnership

• Position (past)

Troy Taylor Special Situations Financial Advisory

• Investment banker

David Ebersman CFO of Facebook

• research analyst (?→'94)

Owners

Joseph V Missett III

• General Partner

Board Members

Thomas Gallagher Oppenheimer & Co; CIBC; TIGER 21

• Vice chairman (past)

Child Organizations

First of Michigan Corp. Securities brokerage and trading and investment banking services

• acquisition ('98→?)

Parents

Oppenheimer Holdings Inc. Investment bank and broker-dealer

• Parent Org

Mercantile House, USA, Inc.

• Acquiring institution ('82→?)

CIBC World Markets Inc.

• Acquiring institution (Nov '97→?)

Services & Transactions

Stephen Spencer Managing Director, Houlihan Lokey

• Service/Transaction (past)