There are 2 article(s) tagged wealth management:

• September 2024

  • Oppenheimer & Co. moves into Memphis financial market

    Oppenheimer & Co. Inc., a global brokerage and investment bank, first moved into Tennessee in 2022, when it opened a Nashville office. 

    By Aisling Mäki September 23, 2024

• December 2018

  • Stifel plants roots, expanding Memphis office

    During college, native Memphian Phillip Rogers, branch manager and senior vice president of investments at Stifel, heard that at one time Memphis had, per capita, more financial brokers and advisers than any other city in the U.S. The culture of the financial landscape in Memphis during that period was primarily based on regional investment banking and wealth management firms.

    By Christin Yates December 28, 2018