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OppenheimerFunds appoints head of distribution and chief marketing officer


OppenheimerFunds has appointed William C. (Bill) Carey as head of distribution and Martha B. (Marty) Willis as chief marketing officer.

OppenheimerFunds has appointed William C. (Bill) Carey as head of distribution and Martha B. (Marty) Willis as chief marketing officer.

In addition to their strategic roles, Carey and Willis will lead the completion of efforts announced earlier this year to enhance the flow of information across the firm and out to clients by streamlining marketing and distribution functions in various business lines.

Carey will join the firm on 21 September from Bank of America where he was managing director of distribution and relationship management in the company’s institutional retirement, philanthropy and investments division. He also spent 14 years at Fidelity Investments before joining Bank of America in 2007.

Carey will be responsible for OFI’s intermediary distribution and its retirement plans, 529 college savings, institutional, RIA and separate account businesses. Richard Knott, who currently leads OFI’s retail business line, has decided to leave the company to pursue entrepreneurial opportunities after a transition period ending 1 October.

Willis will join the company on 1 October from Fidelity Investments where she worked for the past 25 years. Her most recent role was executive vice president, investment product management in the Fidelity division that distributes mutual funds and other products through intermediaries. OFI’s corporate communications, marketing and investment brand management departments will report into Willis.

"In early 2009, OFI embarked on a plan to focus on our core strengths in order to better serve clients and build on a long history of investment excellence," says Bill Glavin (pictured), chief executive of OppenheimerFunds. "Along with the investment and risk management leadership we put in place earlier this year, Bill and Marty will help us shape product and distribution strategies and maximize the strong sales and marketing talent we already have at OppenheimerFunds."

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