Private Wealth Management competitors

David Brooks is a Chairman at Capital Southwest; Trustee at HOUSTON BAPTIST UNIVERSITY; and Chairman/President/CEO at INDEPENDENT BANK GROUP, INC.. He has worked as Board Member at SLM CORP, Chief Financial Officer at Gamma Beta Phi Society, and Board Member at Noel-Levitz. David works or has worked as MEMBER at McKinney City Council. He studied at Gamma Beta Phi Society.

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.

Ronald \'Ron\' Kruszewski is a Chairman and CEO at Stifel Financial Corp and is based in St. Louis, Missouri. He attended Indiana University Bloomington between 1977 and 1981 and Indiana University Bloomington between 1997 and 2001.

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