Bringing you live news and features since 2006 

Kevin Schultze joins Oppenheimer as MD of Bank Strategy


Oppenheimer & Co, a unit of Oppenheimer Holdings, has appointed Kevin Schultze as Managing Director in the company’s Financial Institutions Group.


Schultze will be responsible for providing detailed portfolio analytics to banks, insurance companies, trust companies, savings and loans, credit unions and municipalities. He has over 20 years of experience in fixed income portfolio management and economic research, he will report to Robert S Lowenthal, Senior Managing Director of Taxable Fixed Income Sales & Trading.

"Kevin’s experience in both portfolio management and research will further enhance the service we provide to our clients," says Lowenthal.

Schultze joins Oppenheimer from Stone & Youngberg, where he managed a team that provided research and strategy ideas to institutional clients. Previously, he served as a Vice President and Lead Senior Analyst for RBC Dain Rauscher, where he oversaw the design and implementation of financial strategies for the firm’s fixed income clients. Prior to that, he was President of Community Bank and Thrift Advisory Services, Inc., which he founded in 1986.  

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Jigna Gibb, Bloomberg
Bloomberg Indices has recently hired Jigna Gibb as Head of Commodities and Crypto Index Products, to lead its commodities and...
Robert Minter, director of ETF investment strategy at abrdn takes a look at passive investing in commodities and shares his...
Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by