Event Gathered CPAs and Other Trusted Industry Professionals with Select Group of Oppenheimer Advisors, Investment Managers and Senior Leadership to Collaborate on Strategies to Deliver Enhanced Client Service
PAG Referral and Partnership Program Model Enables Accounting Firms and Others to Access Oppenheimer’s Wealth Management, Capital Markets, and Investment Banking Capabilities
, /PRNewswire/ — Oppenheimer & Co. Inc. (Oppenheimer) — a leading wealth management and investment banking firm, and subsidiary of Oppenheimer Holdings (NYSE: OPY) — today announced the completion of its 20th annual Professionals Alliance Group (PAG) Conference.
The event, held November 12-13 at the firm’s New York headquarters, brought together a select group of Oppenheimer’s financial advisors, investment managers and senior leadership with Certified Public Accounting firms and other trusted industry partners to discuss macro trends and strategies to best serve clients.
“This year’s Professionals Alliance Group’s annual conference came at a critical time for the industry, and was held against the backdrop of a complex …