This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Ari Wald Joins Oppenheimer's Portfolio Strategy Team As Executive Director And Market Technician

NEW YORK, March 19, 2014 /PRNewswire/ -- Oppenheimer & Co. Inc., ("Oppenheimer") and Oppenheimer Asset Management Inc. ("OAM"), units of Oppenheimer Holdings Inc. (NYSE: OPY), announced today that Ari Wald has joined Oppenheimer as an Executive Director in the firm's Portfolio Strategy Group.  

Wald, who most recently worked at Wolfe Research, will be responsible for Oppenheimer's new weekly technical analysis product, as well as other high-profile weekly and monthly publications. He will report to Andrew Burkly, who joined Oppenheimer in January 2013 to help form the Portfolio Strategy Group. Burkly and Wald previously worked together at Brown Brothers Harriman.  

"Ari's deep technical expertise is well suited for our work in the Portfolio Strategy Group," said Andrew Burkly, Managing Director and Head of Portfolio Strategy. "He will be a valuable asset to our team."

Oppenheimer's Portfolio Strategy Group now includes four senior researchers: Managing Director Andrew Burkly; Executive Director Sam Burns; Director Scott Davies and Ari Wald. They currently plan to publish and market their research each week in the areas of Sector, Industry and Stock Ideas. They will also monitor analysts' earnings revisions and report on them each month.

Wald will publish a weekly research report called Inflection Points, which is designed to gauge the intermediate-term relative risk/reward outlook for stocks, sectors and industries on both an absolute and relative basis.

Ward will also publish Global Asset Allocation, a monthly designed to gauge the intermediate-term relative risk/reward outlook for stocks and other higher-risk assets relative to bonds and other lower-risk assets.

A graduate of Rutgers University with a B.S. in Statistics and Mathematics, Wald has also earned the designations of Chartered Financial Analyst (CFA) from the CFA Institute and Chartered Market Technician (CMT) from the Market Technicians Association, where he is an active member.

Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions. OAM is a registered investment adviser and a subsidiary of Oppenheimer Holdings Inc.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG

Markets

DOW 18,137.40 +125.46 0.70%
S&P 500 2,114.77 +5.17 0.25%
NASDAQ 5,095.6240 +19.10 0.38%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs