Global Financial Mortgage competitors

Mr. Albert G. Lowenthal is Chairman of the Board, Chief Executive Officer of Oppenheimer Holdings Inc., since 1985. Mr. Lowenthal is Chairman of the Board and Chief Executive Officer of the Company, positions he has held since 1985. Mr. Lowenthal has worked in the securities industry since 1967. Mr. Lowenthal’s experience in the securities industry and as Chief Executive of the Company gives him unique insights into the Company’s challenges, opportunities and operations.

Chad Abraham serves as the chief executive officer of Piper Jaffray and is a member of the firm's board of directors. Abraham joined the firm in 1991 as an investment banking analyst. He spent the next 13 years on the West Coast as a banker in the company's technology investment banking group. He was promoted to managing director and head of technology investment banking in 1999. In 2005, Abraham was promoted to head of capital markets and in 2010, he became the global co-head of investment banking and capital markets. Under the leadership of Abraham and co-head Scott LaRue, the firm's investment banking division grew revenues from approximately $150 million to more than $500 million. They established coverage in energy and financial services, expanded debt capital markets capabilities and added key offices and personnel. Abraham serves on the board of trustees of the Nature Conservancy’s Minnesota, South Dakota and North Dakota chapter and the board of trustees of The Blake School. He graduated from Northwestern University with a bachelor’s degree in economics and political science.

Timothy C. Scheve is President and Chief Executive Officer of Janney Montgomery Scott LLC. Janney is a full-service financial services firm, providing comprehensive financial advice to individual, corporate and institutional clients. Mr. Scheve became the President and CEO in August 2007 and has over 25 years of experience in the securities industry. Since his arrival at Janney, Mr. Scheve has assembled a leadership team that has a tremendous ability to adapt to rapidly evolving client needs and economic changes. These top professionals lead two core businesses—the Private Client Group and Capital Markets—and ensure efficient operations and administration. The Firm’s financial expertise includes Private Client Financial Advisors, experts in wealth management, and professionals in equity capital markets, research, fixed income and corporate finance. Mr. Scheve has steered Janney’s tremendous growth and leadership by ensuring that the Firm’s professionals provide clients with an exceptional level of service and knowledgeable advice so that they may achieve their personal and business goals. Under his tenure, Janney has grown its client base, successfully expanded existing relationships, opened several new regional offices and become more actively engaged in its communities. All of these accomplishments have helped to solidify Janney as one of the strongest, leading and growing financial services firms in the industry today. Before becoming the President and CEO of Janney, Mr. Scheve served in a variety of leadership roles at Legg Mason where he helped to define the firm’s client focus as well as their overall professional direction. He was appointed Executive Vice President of Legg Mason in 1998 and Senior Executive Vice President in 2000. In 2003, he was named President and CEO of Legg Mason’s broker-dealer, the former Legg Mason Wood Walker, Inc. (LMWW). In this role he managed a division comprised of 1,200 Financial Consultants and 120 offices with approximately $1 billion in revenue. He also managed the Firm’s Capital Markets business, consisting of institutional equity, institutional fixed income and investment banking. After Legg Mason sold LMWW, Mr. Scheve was responsible for the integration of Citigroup’s Asset Management division into Legg Mason’s Asset Management business. During this time, he served as Chief Administrative Officer, culminating a long and distinguished career with the firm in a crucial management position responsible for a diverse spectrum of functional areas, including Finance, Corporate Technology, Operations, Mutual Fund Administration and Accounting, Legal and Compliance, Facilities and Human Resources. He was also responsible for Legg Mason’s International Asset Management business. Prior to joining Legg Mason, Mr. Scheve served as a Senior Consultant for the Management Information Consulting Group of Price Waterhouse & Company. In this position, he conducted comprehensive financial, operational and management reviews for a variety of businesses, both in the United States and abroad.

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics

Dana Telsey (born 1962, in New York City, New York) is the CEO and chief research officer of Telsey Advisory Group. She is an American consultant and top-ranked equity research analyst covering the retail industry. Telsey has been ranked for 13 years and was the number-one ranked analyst by Institutional Investor Magazine for seven years.