Oppenheimer & Co. Inc. Welcomes Keith Peterson to Lead Cash Equity Sales and Trading Team

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

Oppenheimer & Co. Inc., a prominent investment bank and subsidiary of Oppenheimer Holdings (NYSE: OPY), has officially appointed Keith Peterson as the new Managing Director and Head of Cash Equity Sales and Trading. This significant addition to the firm was announced on November 17, 2025, and marks a pivotal step in the bank's ongoing efforts to enhance its equity trading operations.

In his new capacity, Peterson will take on comprehensive supervisory and operational responsibilities for the equity sales and trading team. His role will involve close collaboration with other key leaders within the Equities division and across the firm, ensuring Oppenheimer continues to deliver exceptional value to its clients.

John Hellier, Senior Managing Director and Head of Equities at Oppenheimer, expressed enthusiasm about Peterson's extensive experience and leadership in trading and client relationship management. Hellier stated, "Keith's extensive background and leadership in both trading and client relationship management make him an outstanding addition to our equities platform. 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."

Keith Peterson brings with him over 20 years of experience in equity markets. Prior to joining Oppenheimer, he served as Partner and Head of Sector Trading at William Blair. His remarkable career also includes nearly two decades at Credit Suisse, where he held various trading-focused positions in sectors such as telecommunications, media, and technology. Peterson is a graduate of Cornell University, holding a bachelor's degree from the prestigious institution.

His excitement about joining Oppenheimer emphasizes the current dynamic landscape of the equities business. Peterson stated, "I'm excited to join Oppenheimer at such a dynamic moment for the equities business. 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 addition to his primary responsibilities, Peterson will also serve as a co-chair of the Firm's newly established Capital Markets Business Development Committee. This committee aims to facilitate collaboration across various asset classes and between investment banking, research, sales, and trading. Their goal is to identify growth opportunities, expand platform capabilities, and foster stronger client relationships.

Rob Lowenthal, President and CEO of Oppenheimer, reinforced the firm's commitment to strategic investments in top talent. He affirmed, "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. remains dedicated to providing 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. With Peterson at the helm of Cash Equity Sales and Trading, Oppenheimer is poised to enhance its market position and continue delivering high-quality services to its clients.

For further inquiries or media contacts, please reach out to Michael Dugan at Haven Tower Group LLC at 424-317-4852 or via email at [email protected].