Oppenheimer & Co. has named Gordon Morse as Managing Director - Investments and Branch Manager in its Atlanta office. Morse, who has worked at Smith Barney and Bear Stearns, managing and developing branch offices, joins Oppenheimer from Raymond James in Atlanta.
"Oppenheimer has a conservative, stable, solutions-based culture," said Morse. "Oppenheimer is an independent wealth management and investment banking boutique--not a major bank's subsidiary–which enables us to provide client-centered service in a team environment. Those aspects of our culture should make us doubly attractive to clients looking for advisors they can trust.”
In a statement, Morse added, "Our open-architecture platform affords enterprising financial professionals a unique value proposition. Financial advisors gain the opportunity to present clients with a broad spectrum of products that are carefully monitored and consistently objective. Advisors also can draw on the resources of Oppenheimer as a whole, including Oppenheimer Asset Management and Oppenheimer Trust Company. Oppenheimer's established reputation will help advisors grow their business."
Morse reports to Bob Okin, Executive Vice President - National Sales, for Oppenheimer & Co. “I think Gordon's experience will help us not only increase our prominence in Atlanta, but also improve our visibility in the entire Southeast," said Okin. "His experience as a manager who has spent his career expanding offices makes him an ideal choice to run a high-profile branch like Atlanta."
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