Oppenheimer & Co. Inc. Appoints Keith Peterson As Head of Cash Equity Sales and Trading

Rhea-AI Summary

Oppenheimer (NYSE: OPY) announced that Keith Peterson has been appointed Managing Director and Head of Cash Equity Sales and Trading, effective Nov. 17, 2025.

Peterson will report to John Hellier, oversee supervisory and operational activities for the equity sales and trading team, and serve as co-chair of the Firm's new Capital Markets Business Development Committee to drive cross-asset collaboration between investment banking, research, sales and trading. He joins with more than two decades of equity markets experience, most recently as Partner and Head of Sector Trading at William Blair and prior trading roles at Credit Suisse. Leadership said the hire supports Oppenheimer's efforts to expand its equities platform and deepen client service.

Positive

• Appointment dated Nov 17, 2025
• 20+ years of equity markets experience
• Named co-chair of Capital Markets Business Development Committee

Negative

• None.

Veteran equity markets leader joins to oversee trading operations  and advance cross-platform growth initiatives

NEW YORK, Nov. 17, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. – a leading investment bank, wealth manager, and subsidiary of Oppenheimer Holdings (NYSE: OPY) — 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."

In his new role, Peterson will also serve as co-chair of the Firm's newly formed Capital Markets Business Development Committee, which will focus on enabling collaboration across asset classes and between investment banking, research, sales and trading to identify growth opportunities, expand platform capabilities and deepen client relationships.

Rob Lowenthal, Oppenheimer President and CEO, added: "Oppenheimer continues to make strategic investments in top talent to support our long-term growth across the capital markets. Keith's deep market experience and client-first mindset align with our culture of teamwork, accountability and excellence."

Oppenheimer & Co. Inc.
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.

Media Contact:
Michael Dugan
Haven Tower Group LLC
424 317 4852
mdugan@haventower.com

 

View original content:https://www.prnewswire.com/news-releases/oppenheimer--co-inc-appoints-keith-peterson-as-head-of-cash-equity-sales-and-trading-302615510.html

SOURCE Oppenheimer & Co. Inc.

FAQ

Who is Keith Peterson and what role did Oppenheimer (OPY) give him on Nov 17, 2025?

Keith Peterson was named Managing Director and Head of Cash Equity Sales and Trading at Oppenheimer on Nov 17, 2025.

To whom will Keith Peterson report at Oppenheimer (OPY)?

He will report to John Hellier, Senior Managing Director and Head of Equities.

What experience does Keith Peterson bring to Oppenheimer (OPY)?

He brings more than two decades of equity markets experience, including roles at William Blair and Credit Suisse.

What responsibilities will Peterson have as Head of Cash Equity Sales and Trading at Oppenheimer (OPY)?

He will oversee supervisory and operational activities for the equity sales and trading team and work across the firm to strengthen execution and client service.

What is the Capital Markets Business Development Committee at Oppenheimer (OPY) and what is Peterson's role?

It is a newly formed committee to enable cross-asset collaboration; Peterson will serve as co-chair to identify growth opportunities and deepen client relationships.

Does the announcement include financial targets or changes to Oppenheimer's guidance (OPY)?

No— the announcement does not include financial targets, revenue figures, or guidance changes.