Stephens will Head Up the
"We are thrilled to have Kristin and David join our team," said Coolidge, who leads the Public Finance team from
Stephens and Moffett each have more than 20 years of experience in the space.
Most recently, Stephens served as Managing Director and Head of Credit Strategies at UBS for over five years. She joined the Public Finance team after nearly a decade in the UBS Chief Investment Office, where she was named Executive Director and Head of Municipal Credit. Earlier in her career, Stephens worked at ACA Capital, J.P. Morgan and ABN AMRO (AS:ABNd) Bank N.V.
Moffett previously served as Executive Director in Southeast, Public Utility and Project Finance at UBS for six years. Before that, he was a Managing Director at Jefferies for eight years. Earlier in his career, Moffett worked at Bank of America Merrill Lynch (NYSE:BAC),
The recruitments of Stephens and Moffett build on Oppenheimer's recent hires of Coolidge,
These appointments bolster Oppenheimer's Public Finance team, which includes approximately 25 professionals. It also follows the 2020 acquisition of
"Oppenheimer is a leading financial institution in the municipal finance business," Stephens said. "I am eager to lead the
Moffett added, "The public utility sector serves a vital role in the growth of communities and the quality of life for people across the country. Throughout my career, I have worked on projects to achieve these goals. I am excited to join such a forward-thinking team and to help enhance Oppenheimer's Public Finance capabilities in the
Oppenheimer & Co. Inc.
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.
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SOURCE Oppenheimer & Co. Inc.