Oppenheimer Welcomes David Wright as Managing Director in the Pacific Northwest
In an exciting development for investment banking in the Pacific Northwest, Oppenheimer & Co. Inc. has announced the appointment of David Wright as the new Managing Director and Co-Regional Manager. This strategic move is anticipated to strengthen the firm’s foothold in a rapidly growing market, complemented by the promotion of Mark Trafford to serve alongside him in leading the region.
David Wright brings over 25 years of wealth management experience and a remarkable track record of leadership and business development to Oppenheimer. Previously the Senior Vice President and Seattle Market Director at D.A. Davidson Companies, Wright has also held significant management roles at major financial institutions, including Wells Fargo Advisors, Raymond James, Morgan Stanley, and TD Ameritrade. His extensive background is expected to serve him well as he takes on the responsibilities at Oppenheimer.
Mark Trafford, the newly promoted Co-Regional Manager, has been with Oppenheimer for nearly ten years, holding the position of Executive Director and Branch Manager in the firm’s Seattle office. His wealth of experience in the industry spans over 30 years, making him a crucial asset to the leadership team.
Ed Harrington, Executive Vice President and Head of the Private Client Division at Oppenheimer, expressed enthusiasm over Wright's addition to the team. He noted, "We are thrilled to welcome David to Oppenheimer. 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 Pacific Northwest is recognized for its innovation and economic opportunities, particularly as home to many tech executives, entrepreneurs, and business owners. Wright is keen to tap into this potential, emphasizing the need for sophisticated wealth management services in the region. He stated, "I'm honored to join Oppenheimer at such a dynamic time in its growth story. 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's strategy involves not only enhancing its leadership in the region but also expanding its footprint. The firm has its sights set on developing a presence in areas like Lake Oswego, Oregon, while also exploring additional opportunities across Washington State. Such expansion plans signify Oppenheimer's commitment to meeting the increasing demands for investment banking and wealth management services in the Pacific Northwest.
In summary, the appointments of David Wright and Mark Trafford mark a significant step forward for Oppenheimer in establishing a robust presence within a region rich in potential. As they lead the charge, the expertise and vision brought by both leaders will undoubtedly contribute to a successful expansion strategy in the Pacific Northwest.
David Wright brings over 25 years of wealth management experience and a remarkable track record of leadership and business development to Oppenheimer. Previously the Senior Vice President and Seattle Market Director at D.A. Davidson Companies, Wright has also held significant management roles at major financial institutions, including Wells Fargo Advisors, Raymond James, Morgan Stanley, and TD Ameritrade. His extensive background is expected to serve him well as he takes on the responsibilities at Oppenheimer.
Mark Trafford, the newly promoted Co-Regional Manager, has been with Oppenheimer for nearly ten years, holding the position of Executive Director and Branch Manager in the firm’s Seattle office. His wealth of experience in the industry spans over 30 years, making him a crucial asset to the leadership team.
Ed Harrington, Executive Vice President and Head of the Private Client Division at Oppenheimer, expressed enthusiasm over Wright's addition to the team. He noted, "We are thrilled to welcome David to Oppenheimer. 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 Pacific Northwest is recognized for its innovation and economic opportunities, particularly as home to many tech executives, entrepreneurs, and business owners. Wright is keen to tap into this potential, emphasizing the need for sophisticated wealth management services in the region. He stated, "I'm honored to join Oppenheimer at such a dynamic time in its growth story. 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's strategy involves not only enhancing its leadership in the region but also expanding its footprint. The firm has its sights set on developing a presence in areas like Lake Oswego, Oregon, while also exploring additional opportunities across Washington State. Such expansion plans signify Oppenheimer's commitment to meeting the increasing demands for investment banking and wealth management services in the Pacific Northwest.
In summary, the appointments of David Wright and Mark Trafford mark a significant step forward for Oppenheimer in establishing a robust presence within a region rich in potential. As they lead the charge, the expertise and vision brought by both leaders will undoubtedly contribute to a successful expansion strategy in the Pacific Northwest.
Topics Financial Services & Investing）
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