David Wright Joins Oppenheimer As Managing Director in the Pacific Northwest

Rhea-AI Summary

Oppenheimer (NYSE: OPY) has appointed David Wright as Managing Director and Co-Regional Manager for the Pacific Northwest, while promoting Mark Trafford to serve as co-leader of the region. Both executives will report to Ed Harrington, Executive Vice President and Head of Private Client Division.

Wright brings 25 years of wealth management experience, most recently serving as Senior VP and Seattle Market Director at D.A. Davidson Companies. Trafford, a 30-year industry veteran, has been with Oppenheimer for nearly a decade. The appointments reflect Oppenheimer's expansion strategy in the Pacific Northwest, including growth plans across Washington State and recent expansion into Lake Oswego, Oregon.

Positive

• Strategic expansion into the growing Pacific Northwest market
• Strengthened leadership team with combined 55+ years of industry experience
• Focus on high-net-worth clients in tech and entrepreneurial sectors

Negative

• None.

Mark Trafford Promoted to Serve Alongside Wright to Lead the Region

NEW YORK, Aug. 5, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer"), a leading investment bank and wealth manager and a subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY), today announced the appointment of David Wright as Managing Director and Co-Regional Manager for the Pacific Northwest.

Meanwhile, Mark Trafford has been promoted to serve alongside Wright to co-lead the region. Both report to Ed Harrington, Executive Vice President and Head of Private Client Division at Oppenheimer.

"We are thrilled to welcome David to Oppenheimer," said Harrington. "He brings the right energy, deep market knowledge and leadership experience to the firm, which will help us accelerate growth in an area of the country that is teeming with opportunity. Together, David and Mark bring complementary strengths and a shared vision that will help us execute our Pacific Northwest expansion plans."

The investments in leadership reflect Oppenheimer's commitment to building out its presence in the Pacific Northwest. In addition to its expansion into Lake Oswego, Oregon, the firm plans further expansion across Washington State and the broader region.

Wright brings a distinguished track record of leadership and business development across a 25-year career in the wealth management industry. He most recently served as Senior Vice President and Seattle Market Director at D.A. Davidson Companies. Previously, Wright held key management roles at Wells Fargo Advisors, Raymond James, Morgan Stanley, and TD Ameritrade.

A wealth management veteran with more than 30 years of experience, Trafford has been with Oppenheimer for nearly a decade as Executive Director and Branch Manager of the firm's Seattle office.

"I'm honored to join Oppenheimer at such a dynamic time in its growth story," Wright said. "The Pacific Northwest is not only a hub of innovation and opportunity but also home to a large and growing population of tech executives, entrepreneurs and business owners—many of whom require the sophisticated platform capabilities of a firm like Oppenheimer. High-net-worth clients in the region need a national firm with a proven ability to deliver sophisticated wealth management services, along with leading capital markets and investment banking capabilities. I'm excited to partner with Mark and the broader team to serve clients, grow our presence in existing markets, and introduce the brand to the broader region."

Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.

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SOURCE Oppenheimer & Co. Inc.

FAQ

Who is David Wright, the new Managing Director at Oppenheimer (NYSE: OPY)?

David Wright is a 25-year wealth management veteran who previously served as Senior VP and Seattle Market Director at D.A. Davidson Companies, with prior roles at Wells Fargo Advisors, Raymond James, Morgan Stanley, and TD Ameritrade.

What are Oppenheimer's expansion plans in the Pacific Northwest?

Oppenheimer is expanding its presence in the Pacific Northwest, with recent growth into Lake Oswego, Oregon and plans for further expansion across Washington State and the broader region.

Who will lead Oppenheimer's Pacific Northwest region?

The region will be co-led by David Wright as new Managing Director and Co-Regional Manager, alongside Mark Trafford, who was promoted to co-lead the region.

What is Mark Trafford's experience at Oppenheimer?

Mark Trafford is a 30-year wealth management veteran who has served as Executive Director and Branch Manager of Oppenheimer's Seattle office for nearly a decade.