Oppenheimer Completes Landmark Annual Professionals Conference

Oppenheimer Concludes Landmark Annual Professionals Conference

Event Unites Financial Pros and Expert Advisors to Elevate Client Services

Oppenheimer & Co. Inc. — a prominent wealth management and investment banking firm, subsidiary of Oppenheimer Holdings (NYSE: OPY) — has efficiently wrapped up its 20th annual Professionals Alliance Group (PAG) Conference.

This significant gathering, focusing on improving client service, brought together distinguished financial advisors, investment managers, and senior leaders from Oppenheimer alongside esteemed Certified Public Accounting (CPA) firms and other trusted industry affiliates. The aim was to engage in meaningful discussions about monetary trends and strategies to better assist clients.

"The Professionals Alliance Group's annual conference could not have come at a more crucial moment for the finance sector. It took place amidst a complex economic backdrop, with potential changes from an incoming administration and rapidly evolving expectations from clients," said Bryan McKigney, President of Oppenheimer Asset Management. He expressed pride in gathering leaders and dynamic experts to seek pragmatic solutions and growth avenues.

Established in 1997, the Professionals Alliance Group has become a leading partnership initiative within the financial industry. This unique platform enables professionals such as CPAs, lawyers, and family offices to access and integrate the full range of Oppenheimer's services in wealth management, capital markets, and investment banking.

During this year’s conference, attendees participated in sessions highlighting tax-efficient strategies renowned as The Power of Oppenheimer Thinking. These discussions included concepts such as tax-exempt fixed income, 1031 exchanges, tax-managed direct indexing, and exchange funds, presenting invaluable insights for industry practitioners.

"From its inception, the Professionals Alliance Group has established the benchmark for collaboration and innovation in our industry," states Daniel Mullen, Executive Director of PAG. He emphasized that Oppenheimer’s wealth management services empower accounting firms and trusted advisory practices to deliver more comprehensive solutions tailored to client needs. This event served as a testament to their commitment to enhancing these partnerships and discovering new avenues for value enhancement.

Oppenheimer & Co. Inc.
As a principal entity of Oppenheimer Holdings Inc. (symbol: OPY on the New York Stock Exchange), Oppenheimer & Co. Inc. offers a broad spectrum of wealth management, securities brokerage, and investment banking services catered to high-net-worth individuals, families, corporate executives, local governments, businesses, and institutions.

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Joseph Kuo / Michael Dugan
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424 317 4851 or 424 317 4852

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Frequently Asked Questions

What is the Professionals Alliance Group (PAG)?

The Professionals Alliance Group is a collaborative initiative by Oppenheimer that unites CPAs, lawyers, and advisors to leverage its wealth management and investment banking capabilities.

What was the focus of this year’s PAG Conference?

This year’s conference centered on innovative strategies to enhance client service, addressing challenges posed by the current economic landscape.

Who attended the PAG Conference?

The event gathered Oppenheimer’s financial advisors and senior leadership, along with representatives from CPA firms to foster strategic discussions.

What innovative strategies were discussed at the conference?

Attendees explored various tax-efficient strategies and investment practices, including tax-exempt fixed income and 1031 exchanges.

How does Oppenheimer support accounting firms?

Oppenheimer empowers accounting firms by providing access to comprehensive wealth management solutions and investment banking services tailored to client needs.

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