Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

3349

OppenheimerFunds appoints head of distribution and chief marketing officer

RELATED TOPICS​

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."

Latest News

Irish domiciled funds surpassed EUR4.3 trillion AuM (Assets under Management) at end-March 2024, a 15..
New analysis by London-based Nickel Digital Asset Management reveals 38 listed companies with a combined..
Bloomberg has announced that for the first time, its proprietary Bloomberg Second Measure (BSM) transaction..

Related Articles

Global ESG Investing
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of climate change and ESG factors in state policymaking...
On May 15 Florida’s Republican Governor Ron DeSantis signed legislation that furthers his ongoing campaign to oppose the role of..
Trends
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100 million deals announced this month alone...
The trend to buyout among the UK’s smaller defined benefit (DB) schemes continues with a slew of new sub GBP100..
Different flavours
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led, multi-boutique global asset manager with over USD20 billion under management, recently undertook a survey with 204 UK investment professionals, seeking insights into their perceptions and attitudes towards boutique asset managers...
In what is believed to be the first survey of its kind in the UK market, Nedgroup Investments, the investment-led,..
UK map
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be worth billions of pounds in the coming years...
UK local government pension schemes (LGPS) are leading the charge on investment in private markets issuing tenders set to be..
Subscribe to the Institutional Asset Manager newsletter

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

Marketing by