Oppenheimer Welcomes Michelle Jacobi as Managing Director in Advisory Group

Oppenheimer Welcomes Michelle Jacobi to Its Executive Team

Oppenheimer & Co. Inc., a prominent name in investment banking and wealth management, has recently confirmed that Michelle Jacobi will be joining its team as Managing Director in the Global Fund Placement Advisory Group. This significant appointment, announced on January 21, 2026, reflects an ongoing commitment to strengthening the firm’s advisory capabilities within the sector.

Based in New York City, Ms. Jacobi will play a pivotal role in guiding alternative investment managers through the complexities of fundraising and strategic initiatives. Her leadership within the Global Fund Placement Advisory Group will augment Oppenheimer's existing expertise, further enhancing its service offerings.

Extensive Experience in Private Markets

With over 15 years of extensive experience in the private markets domain, Ms. Jacobi’s background includes a robust track record in private equity fundraising, GP seeding, and leverage financing. Prior to joining Oppenheimer, she held the position of Managing Director at Gatewood Capital Partners, a firm specializing in supporting emerging alternative asset managers. Her experience also spans renowned financial institutions, including Cebile Capital, VCP Advisors, and Jefferies Finance.

This new role at Oppenheimer will see Ms. Jacobi focusing on two primary areas: advising alternative investment managers on their fundraising strategies and also enhancing the firm's capacity to engage with institutional limited partners (LPs) in the U.S. This engagement is essential for expanding the firm’s reach and effectiveness within the competitive alternative asset class.

Strategic Objectives and Team Growth

Oppenheimer's Global Fund Placement Advisory Group has seen remarkable growth since its inception in 2022, doubling its size and establishing a diverse range of relationships with private equity clients across various regions, including New York, Los Angeles, and London. Ms. Jacobi’s arrival is expected to bolster the group's already impressive advisory capabilities, helping the team to navigate the evolving landscape of alternative investment strategies.

Mr. Charles Buisseret and Ms. Tanya McHale, Co-Heads of the Global Fund Placement Advisory Group, highlighted Ms. Jacobi's strategic fundraising experience as a key asset.