Art Steinmetz, Chairman, CEO and President

Art SteinmetzChairman, CEO and President

Art Steinmetz serves as Chairman, Chief Executive Officer and President of OppenheimerFunds. He has had a long and distinguished career at the firm, holding a number of positions, including Chief Investment Officer and Chief Investment Officer, Fixed Income. Art’s insights on the markets and investing are frequently sought by media outlets including CNBC, Barron’s and The Wall Street Journal.

Art joined OppenheimerFunds as an Analyst in 1986. His trajectory within the firm truly took hold when he created and launched in 1989 the Oppenheimer Global Strategic Income Fund. It was one of the first multi-sector bond funds in the industry.

OppenheimerFunds’ growth strategy is rooted in Art’s long-held belief that an active, high conviction approach to asset management benefits investors. His strategy includes innovative and differentiated product solutions and the ability to change people’s perspectives by delivering unconventional insights.

Additionally, Art is passionate about advancing financial and mathematical literacy—which he believes are essential elements of the next generation’s success. He plays an active role in shaping OppenheimerFunds’ philanthropic initiatives and serves on the Board of Trustees of the National Museum of Mathematics (MoMath) in New York City. Art is a David Rockefeller Fellow at the Partnership for New York City.

Prior to OppenheimerFunds, he worked as an Analyst at PaineWebber and served in the United States Air Force. He holds an M.B.A. in Finance from Columbia Business School and graduated Phi Beta Kappa from Denison University with a B.A. in Russian language and Slavic Studies.

Jerry Webman, Chief Economist

Jerry WebmanChief Economist

Dr. Jerry Webman is a Senior Investment Officer and Chief Economist for OppenheimerFunds. In this capacity, Dr. Webman provides strategic viewpoints on the overall financial and economic markets to investment management and the financial advisor and investor communities. Previously, he also served as Director of Fixed Income, where he oversaw portfolio managers, analysts and traders managing fixed income assets.

For over 25 years, Dr. Webman has been involved in the investment and economic markets — as a researcher, a financial advisor and a portfolio manager. Prior to joining OppenheimerFunds in 1996, Dr. Webman was managing director and chief investment strategist at Prudential Mutual Funds, where he had been since 1986. Before Prudential, he specialized in municipal housing finance with a public finance advisory firm. Dr. Webman began his municipal finance career at Merrill Lynch Capital Markets in the municipal research department. Previously, he was an assistant professor of politics and public affairs at the Woodrow Wilson School of International Affairs at Princeton University. Dr. Webman is frequently quoted discussing his views on the economy and markets in leading media outlets including The Wall Street Journal, The New York Times, Washington Post and CNBC.

Dr. Webman holds a B.A. in Political Science, with Honors, from the University of Chicago, where he graduated Phi Beta Kappa, and a Ph.D. in Political Science from Yale University. He is also a Chartered Financial Analyst.

Krishna Memani, Chief Investment Officer

Krishna MemaniChief Investment Officer

Krishna Memani oversees all investment teams at OppenheimerFunds. He is also currently the Head of Fixed Income.

In addition to his investment leadership roles, Krishna is currently a portfolio manager for Oppenheimer Core Bond Fund, Oppenheimer Global Strategic Income Fund, Oppenheimer Corporate Bond Fund and Oppenheimer Capital Income Fund.

Before he joined the company in 2009, he was a managing director at Deutsche Bank, heading U.S. and European credit analysis. Earlier, he headed global credit research at Credit Suisse; was in charge of high grade and high yield portfolios at Putnam Investments; and was a credit analyst at Morgan Stanley, heading U.S. fixed income strategy and mortgage research.

Krishna earned a Bachelor of Engineering from Birla Institute of Technology and Science in India and graduated from the University of Florida with an M.B.A. in finance and an M.A. in economics with a focus on econometrics.

George Evans, CIO Equities

George EvansCIO Equities

George Evans, CFA, oversees both the U.S. and international equities teams and is the portfolio manager of Oppenheimer International Growth Fund and Oppenheimer International Diversified Fund.

Before joining the company in 1990, George served for three years as a securities analyst and portfolio manager in the International Equities department at Brown Brothers Harriman & Company.

George earned his B.A. and M.A. degrees in geography from Oxford University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a CFA® charterholder.


Mark Hamilton, CIO Asset Allocation

Mark HamiltonCIO Asset Allocation

Mark Hamilton leads the Firm’s efforts in designing and implementing multi-asset products and solutions. Mark serves as portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Alternatives Fund, Oppenheimer Global Multi-Asset Income Fund and the Oppenheimer Portfolio Series Funds. Additionally, his team manages Oppenheimer Flexible Strategies Fund, Oppenheimer Capital Income Fund, Oppenheimer Commodity Strategy Total Return Fund and Oppenheimer Global Multi Strategies Fund.

Mark joined the firm in 2013 from AllianceBernstein, L.P., where he held various roles throughout his 19-year tenure. Most recently, he was Investment Director on the Dynamic Asset Allocation portfolio management team. His responsibilities included managing investments in the global equity, bond, credit, current and real asset sectors, and directing the design, development and implementation of dynamic asset allocation strategies for institutional, sub-advisory, retail and private client channels. He previously served as Head of the North American Blend team, Director of Fixed Income Plus Strategies, and Co-Head of the UK and European Fixed Income team.

Mark holds an M.S. in finance and applied economics from the Sloan School of Management at the Massachusetts Institute of Technology, and a B.A. in international relations and political science from the University of Southern California.

Brian Levitt, Senior Economist

Brian LevittSenior Investment Strategist

Brian Levitt is the Corporate Economist at OppenheimerFunds, Inc. He is responsible for the development and communication of the firm’s economic outlooks and insights. Mr. Levitt also serves on the firm’s New Product Development Committee.

Mr. Levitt has over a decade of investment experience working in the mutual fund business. He began his OppenheimerFunds career in April 2000, and was named Corporate Economist in the fall of 2005. Prior to his career at OppenheimerFunds, Mr. Levitt worked at Morgan Stanley Dean Witter.

Mr. Levitt holds a B.A. in Economics from the University of Michigan and an M.B.A. with honors in Finance and International Business from Fordham University in New York City. He is frequently quoted in the press including the Associated Press, BusinessWeek and the Wall Street Journal. He appears regularly on CNBC, Fox Business News and PBS’ Nightly Business Report.


Alessio de LongisPortfolio Manager, Global Multi-Asset Group

Alessio de Longis, CFA, is a Vice President and Portfolio Manager for the Global Multi-Asset Group (GMAG), which he joined in October 2013. In this role, he leads the group’s macro research focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns. In addition, Alessio oversees and manages active currency strategies in GMAG’s funds.

Between 2004 and 2013, Alessio was a member of the Global Debt team where he served as Portfolio Manager and Quantitative FX Strategist. He developed a large set of valuation and forecasting models for global interest rates and currency markets.

Alessio received an MSc in financial economics and econometrics from the University of Essex in the United Kingdom, and a B.A. and M.A. summa cum laude in economics from the University of Rome Tor Vergata in Italy. He is also a CFA® charterholder and a published author in Foreign Exchange: A Practitioner’s Approach to the Markets where he wrote a chapter on systematic macro currency investing.

Justin Leverenz, Director of Emerging Market Equities

Justin LeverenzDirector of Emerging Market Equities

Justin Leverenz, CFA, is Director of Emerging Market Equities and is portfolio manager of Oppenheimer Developing Markets Fund and Oppenheimer Emerging Markets Innovators Fund.

Mr. Leverenz joined OppenheimerFunds in July 2004 as a senior analyst, supporting the portfolio manager of Oppenheimer Global Fund and related products as a generalist business analyst. He has managed the Developing Markets Fund since May 2007.

Prior to joining OppenheimerFunds, Mr. Leverenz was the Director of Pan-Asian Technology Research for Goldman Sachs in Asia, where he covered technology companies throughout the region. He also served as Head of Equity Research in Taiwan for Barclays de Zoete Wedd (now Credit Suisse) and as a portfolio manager for Martin Currie Investment Managers in Scotland.

Mr. Leverenz holds an M.A. in international economics and a B.A. in Chinese studies and political economy from the University of California, San Diego. He is a CFA® charterholder, fluent in Mandarin Chinese, and lived and worked for over 10 years in the Greater China region.

Hemant Baijal, Co-Head of Global Debt Team

Hemant BaijalCo-Head of Global Debt Team

Hemant Baijal is a Vice President and Portfolio Manager at OppenheimerFunds. Mr. Baijal focuses on the developed markets across all products for the Global Debt team.

Prior to joining OppenheimerFunds, Mr. Baijal co-founded Six Seasons Global Asset Management where he served as Partner and Portfolio Manager with a focus on fixed income macro strategies. Before his role at Six Seasons, he was a Partner and Portfolio Manager at Aravali Partners, LLC where he focused on absolute return and interest rate hedging strategies. Previously, Mr. Baijal was a Partner and Portfolio Manager at Havell Capital Management, LLC where he focused on fixed income macro and relative value fixed income strategies. Earlier in his career, Mr. Baijal was a Senior Portfolio Manager for international, global and multi-sector fixed income portfolios at Neuberger Berman. Mr. Baijal has also held positions at Banca Di Roma, The First Boston Corporation and Merrill Lynch and Co.

Mr. Baijal received his B.A. from the University of Delhi and M.B.A. from Columbia University.

Wendy Lee, Sr. Client Portfolio Manager

Wendy LeeSr. Client Portfolio Manager

Wendy Lee, CFA, serves as Senior Client Portfolio Manager on the Main Street and Value Equity Teams. In this capacity Wendy is responsible for articulating the investment philosophy, process, strategy and performance on behalf of both Domestic Equity Teams. Prior to joining OppenheimerFunds, Wendy worked at Equinox Capital Management until its closing. She started with Equinox as Director of Fundamental and Quantitative Research and in 1998 she created the Core Value Equity Strategy which she managed until yearend 2006. Wendy was also CEO of Equinox and had responsibilities for new business development, client relationship management, and operations management. Prior to Equinox, Wendy was a partner at Brinson Partners where she worked as a Senior Equity Analyst and was a member of the Asset Allocation and Portfolio Construction Committees.

Wendy received her MBA with honors for highest achievement in Finance and Accounting from the University of Chicago. She graduated Summa Cum Laude, Phi Beta Kappa from Rutgers College and received an AB with highest departmental distinction in Economics. She is a CFA charterholder.

Kathleen Beichert, Head of Retirement and Third Party Distribution

Kathleen BeichertHead of Retirement and Third Party Distribution

Kathleen Beichert serves as Head of Retirement and Third Party Distribution. In this role she is responsible for leading the third-party distribution strategy and managing the firm’s relationships with defined contribution, insurance and subadvisory platforms. She previously held leadership positions overseeing product development and management, marketing and sales for the firm’s $90+ billion retirement business.

Kathleen joined OppenheimerFunds in 1995 from Smith Barney, where she developed the firm’s retirement plan products and marketing programs. She has also held positions as a financial advisor and in fixed-income sales and trading.

Kathleen has served as a New York State delegate to the White House Conference on the Aging and is active in several retirement policy forums. She is a graduate of New York University’s Stern School of Business with a B.S. in quantitative analysis and management and holds the AIF® designation.

Michael Quinn, Sr. Client Portfolio Manager, Equities

Michael QuinnSr. Client Portfolio Manager

Mike Quinn serves as a Client Portfolio Manager for the Global Equity and Emerging Markets Equity Teams. In this capacity, Mike is responsible for articulating the investment philosophy, process, strategy and performance of the team.

Mike has worked with the Global Equity team since 2004 in a variety of public facing roles, including as investment strategist and product director. He began his career at Van Kampen Investments in Chicago (now Invesco) in 1992. There, he worked in a variety of roles in investment-focused marketing and sales.

Mike earned his B.S. degree from the University of Dayton.


Kamal Bhatia, Head of Investment Products and Solutions

Kamal BhatiaHead of Investment Products and Solutions

Kamal Bhatia is a Senior Vice President and Head of Investment Products and Solutions at OppenheimerFunds. His group is responsible for managing the product management, product marketing and client portfolio management efforts across the global equity, fixed income, alternatives and asset allocation solutions teams.

Prior to joining OppenheimerFunds in September 2011, Mr. Bhatia served as Managing Director for investment products in the real assets and socially responsible investments space at TIAACREF. Previously, he served as First Vice President for Mellon Institutional Asset Management holding various roles in investment analytics, corporate strategy and product development. He started his career with the Global Corporate and Investment Banking Group at Citigroup where he last held the position of Vice President, Client Servicing with the Global Commercial Credit unit.

Mr. Bhatia holds a B.Tech. from the Indian Institute of Technology, Kanpur (India) and a M.S. from Washington University in St. Louis as a Sever Fellowship Scholar. He serves on the board of a local not-for-profit “Big Apple Greeter” in New York City.

Brian Watson, Director of MLP Research and Senior Portfolio Manager

Brian WatsonSenior Portfolio Manager, SteelPath Team

Brian Watson, CFA, serves as a senior portfolio manager and Director of MLP Research of Oppenheimer SteelPath MLP Funds.

Prior to joining SteelPath in 2009, he was a portfolio manager and led the MLP research effort at Swank Capital LLC, in Dallas, Texas. He also covered the MLP and diversified energy sectors for RBC Capital Markets in the firm’s Equity Research Division. Prior to this, Brian worked for Prudential Capital Group, helping to analyze, structure, and invest in debt private placements issued primarily by companies in the energy industry including those involved in oil field services, midstream services, and oil and gas exploration and production.

Brian earned his B.B.A. from the University of Texas at Austin and his M.B.A. from the McCombs School of Business at the University of Texas at Austin. He is a CFA® charterholder.


Caleb Wong, Portfolio Manager, Global Multi-Asset

Caleb WongPortfolio Manager, Global Multi-Asset Group

Caleb Wong is a Vice President and Portfolio Manager for Oppenheimer Global Multi Strategies Fund, Oppenheimer Master Event-Linked Bond Fund, and co-portfolio manager of Oppenheimer Portfolio Series Active Allocation Fund. Previously, Mr. Wong was the Chief Quantitative Investment Strategist for OppenheimerFunds’ fixed income department and was responsible for the assets managed quantitatively across a number of OppenheimerFunds products including Oppenheimer Global Strategic Income Fund and Oppenheimer International Bond Fund.

Mr. Wong joined OppenheimerFunds in 1996 as Senior Quantitative Analyst. He was Director of Quantitative Research between 1997 and 1999 and was primarily responsible for risk management and performance measurement for the investment departments. He previously held a financial analyst position at Merrill Lynch Capital Markets Group.

Mr. Wong was a doctoral candidate in Economics at the University of Chicago. He holds a M.A. in Economics from the University of Chicago and a B.S. in Computer Science, as well as a B.S. in Management from the Massachusetts Institute of Technology.

David Wharmby, Portfolio Manager

David WharmbyPortfolio Manager, Real Estate Team

David Wharmby, CFA, serves as portfolio manager of Oppenheimer Real Estate Fund and Oppenheimer Global Real Estate Fund. David is also the Managing Director of Cornerstone Real Estate Advisers’ Real Estate Securities Group.

David began his career at Cornerstone Real Estate Advisers in 1996, serving in acquisition underwriting and asset management roles. Previously, he was Assistant Vice President at L.W. Ellwood & Co./Coopers & Lybrand, responsible for managing due diligence and valuation services for institutional investors. Before that, he was a real estate appraiser with Heberger and Associates.

David received his B.S. in real estate and urban economic studies and his M.B.A in finance from the University of Connecticut. He is a CFA® charterholder and a member of the University of Connecticut’s Real Estate Council.


Laton SpahrPortfolio Manager, Value Team

Laton Spahr, CFA, serves as portfolio manager of Oppenheimer Value Fund, Oppenheimer Dividend Opportunities Fund and Oppenheimer Small- & Mid- Cap Value Fund.

Prior to joining OppenheimerFunds, Laton was a senior portfolio manager at Columbia Management Investment Advisors where he managed value and income strategies across institutional and retail investment channels. During his 12-year tenure at Columbia, he also conducted equity risk management, analyzed and traded derivatives and structured products, and was a technology analyst. Previously, Laton was an equity analyst at Holland Capital Management, a research intern at Friess Associates and a commercial loan officer at Jackson State Bank.

Laton holds a B.S. in finance with a minor in accounting from the University of Wyoming, and an M.S. in finance, investments and banking as part of the Applied Security Analysis program at the University of Wisconsin. He is a CFA® charterholder.

Emanuele Bergagnini
Sr. Client Portfolio Manager

Emanuele Bergagnini, CFA, is the Senior Client Portfolio Manager of Domestic Growth Equities. He also serves as the Senior Quantitative Analyst on the Oppenheimer Rising Dividend Fund for which he is responsible for quantitative research, technical analysis, derivatives and portfolio risk analysis. Prior to joining the OppenheimerFunds family in 2003, Emanuele was a Senior Vice President of Windham Capital Management, a privately owned SEC registered investment advisory firm headquartered in New York City. He was also a Senior Vice President at Northern Trust Global Advisors in Canada.

Emanuele received his B.A. degrees from York University in Economics and Mathematics (Statistics) and his M.B.A. from the Richard Ivey School of Business at the University of Western Ontario. Emanuele is a CFA charterholder and is a member of the Investment Management Consultants Association, the CFA Institute as well as the New York Society of Security Analysts.

Randall Dishmon, Portfolio Manager, Global Equity

Randall DishmonPortfolio Manager, Global Equity Team

Randall (Randy) Dishmon serves as portfolio manager of Oppenheimer Global Value Fund. His previous positions at OppenheimerFunds included serving as portfolio manager of Oppenheimer International Value Fund, co-manager of Oppenheimer Global Opportunities Fund and senior research analyst of Oppenheimer Global Fund.

Prior to joining OppenheimerFunds, Randy was a Management Consultant with Booz, Allen & Hamilton. He also served as a Manager with UtiliCorp United and as a Vice President/Division Chief with KCI Technologies.

Randy holds an M.B.A. from the University of Michigan, an M.S. in engineering from Johns Hopkins University and a B.S. in engineering from North Carolina State University.

Matthew Ziehl, Portfolio Manager, Main Street Team

Matthew ZiehlPortfolio Manager, Main Street Team

Matthew Ziehl, CFA, serves as lead portfolio manager of Oppenheimer Main Street Small Cap Fund® and co-portfolio manager of Oppenheimer Main Street Mid Cap Fund®.

Prior to joining OppenheimerFunds, Matthew managed the RS Small Cap Core Alpha product at RS Investments. Previously, he served as managing director at Guardian Life Insurance Company. He also held various positions with Salomon Brothers Asset Management, Inc., including team leader for small growth portfolios and co-portfolio manager of Salomon Brothers Small Cap Growth Fund.

Matthew has a B.A. in political science from Yale University and an M.B.A. from New York University. He is a CFA® charterholder.

The Rochester Investment Team

The Rochester TeamManaging 20 Yield-Driven Municipal Bond Funds

The historic success of the Oppenheimer Rochester® municipal funds stems from our team’s core strengths:

  • Deep knowledge of the municipal bond market
  • Vast investing experience across the full credit spectrum
  • Expertise in researching investment opportunities before our competitors do

We comb the municipal market for bonds with an appealing set of credit characteristics, including the potential for above-average yields. We employ stringent credit criteria to identify bonds that we believe will have favorable risk/reward trade-offs over the long term.

Our research leads us to accumulate bonds with varying maturities, coupons and quality levels and to invest in a variety of sectors. We also work to identify market inefficiencies and often find value in sectors that are a few steps off the beaten path. Importantly, we do not manage our funds based on predictions of interest rate changes. Rather, we encourage investors to recognize that yield represents the lion’s share of a fund’s long-term total return.

Geoffrey CraddockChief Risk Officer

Geoff Craddock oversees independent risk management including investment and enterprise risks across the firm.

Before he joined OppenheimerFunds in 2008, Geoff was Senior Vice President and Head of Market Risk Management for CIBC, where he oversaw market risk management globally for the bank’s investment banking, trading and retail activities. He spent 15 years with CIBC in London, Toronto and New York in a variety of risk management and trading roles. For 12 years before that, he held trading and brokerage positions with various investment banks in Europe and the United States.

Geoff holds a degree in mathematics from Cambridge University and an M.B.A. from Cranfield School of Management, both in the United Kingdom.


Paul LarsonPortfolio Manager, Main Street Team

Paul Larson serves as portfolio manager of Oppenheimer Main Street Fund and as a senior generalist analyst on the Main Street Team. Prior to joining OppenheimerFunds in January 2013, he was a portfolio manager and Chief Equity Strategist at Morningstar. He was previously an analyst at Morningstar covering the energy sector and oversaw the firm’s natural resources analysts. While at Morningstar, Paul also contributed to the ongoing development of Morningstar’s moat methodology and their initiation of the moat trend methodology. Before joining Morningstar in 2002, Paul was an analyst with The Motley Fool.

Paul holds an M.B.A. from the Keller Graduate School of Management and a B.S. in bioengineering from the University of Illinois at Chicago.

Benjamin RockmullerPortfolio Manager, Global Multi-Asset Group

Benjamin Rockmuller, CFA, is Vice President and co-portfolio manager of Oppenheimer Global Allocation Fund and Oppenheimer Diversified Alternatives Fund. Additionally, Mr. Rockmuller is responsible for the primary and secondary trading of event-linked bonds and has been involved with the analysis and management of insurance related investments since 2005. He remains active in the operation of Oppenheimer Master Event-Linked Bond Fund. Previously, Mr. Rockmuller oversaw execution of quantitative trading strategies and risk management for about $24 billion of assets, including Oppenheimer Global Strategic Income Fund, Oppenheimer International Bond Fund, Oppenheimer Portfolio Series: Active Allocation Fund, and Oppenheimer Global Multi Strategies Fund.

Mr. Rockmuller holds a B.B.A in finance from the University of Massachusetts at Amherst and a M.B.A from New York University’s Stern School of Business. Additionally, he is a CFA® charterholder.


Turgut KisinbaySenior Analyst, Global Debt Team

Turgut Kisinbay serves as an Assistant Vice President and Developed Markets analyst on the Global Debt team. He joined OppenheimerFunds, Inc. in 2011.

Prior to joining OppenheimerFunds, Mr. Kisinbay was an economist at the International Monetary Fund (IMF) focusing on monetary policy, financial sector reform and forecasting. His work on forecasting asset price volatility and business cycles has been published in academic journals.

Mr. Kisinbay holds a B.A. in economics from Bogazici University in Istanbul, Turkey as well as a M.A. and PhD in economics from McGill University in Montreal, Canada.

Michelle BorréPortfolio Manager, Global Multi-Asset Group

Michelle Borré, CFA, is a Vice President and Portfolio Manager of Oppenheimer Flexible Strategies Fund and lead Portfolio Manager of Oppenheimer Capital Income Fund. Previously, she served as a Senior Research Analyst covering special situations for OppenheimerFunds’ Value investment team.

Prior to joining OppenheimerFunds in 2003, Ms. Borré held various positions at J&W Seligman, including Managing Director and Partner.

Ms. Borré received her Bachelors degree from Barnard College, Columbia University, where she graduated Cum Laude and with Departmental Honors. She holds a Masters degree from Columbia Business School with membership in Beta Gamma Sigma National Honor Society. At Columbia, she also serves as an Adjunct Professor of Finance and Economics, and served on the Executive Advisory Board at The Heilbrunn Center for Graham and Dodd Investing from 2004-2005. She is also a CFA® charterholder.


John CorcoranSr. Client Portfolio Manager

John works with the Diversified Alternatives, Real Estate, Gold & Special Minerals, Commodities, Currencies, Global Opportunities, Capital Income, Flexible Strategies, Global Strategic Income and Event Linked Bond teams articulating their investment policy, strategy and performance to existing and prospective clients.

Prior to joining the firm, Mr. Corcoran was a Portfolio Manager and Senior Equity Analyst with Noble Partners’ Long/Short Fund where he focused on Commodities, Energy, Precious Metals, Hard Assets and other natural resource-related sectors. Previously, Mr. Corcoran was a Portfolio Manager for Brevan Howard Asset Management, a global multi-strategy hedge fund. In addition, he has held senior investment management positions at Fortis Investments, Harbor Capital Management, CIBC World Markets and Stephens Inc. Before transitioning to investment management, Mr. Corcoran practiced law at Gibson, Dunn & Crutcher, where he specialized in complex business litigation for Fortune 500 clients.

Mr. Corcoran received his M.B.A. with distinction from Wharton Business School at the University of Pennsylvania where he was named a Palmer Scholar. He received a J.D. and graduated Summa Cum Laude from Boston University School of Law, and received an A.B. with honors from Harvard College.

Paul BleaseDirector, CEO Advisor Institute

Paul Blease, Director of CEO Advisor Institute, has more than 25 years of experience in the financial services industry. He has served as a successful financial advisor, branch and complex manager at Merrill Lynch, and as a senior executive responsible for designing and developing Smith Barney’s Advanced Business Development and Team Training Program.

Now, as a nationally recognized thought leader, Paul helps financial advisors and
complex managers review and transform how they run their businesses, lead their teams and balance their lives. Paul’s provocative and entertaining presentations add real value by challenging many of our industry’s fundamental assumptions, and offering compelling alternatives and solutions that can help advisors advance their personal and professional lives to the next level.


Eric Hewitt, Portfolio Manager, Value Equity

Eric HewittPortfolio Manager, Value Team

Eric Hewitt serves as co-portfolio manager of Oppenheimer Small- & Mid- Cap Value Fund.

Prior to joining OppenheimerFunds, Eric was a product manager and customer portfolio manager responsible for multiple value strategies at Columbia Management Investment Advisors. Previously, he was a senior equity analyst at Diamondback/Harbor Watch Capital Management for a multi-strategy hedge fund, and focused on mid- and small-cap value stocks in the consumer non-cyclical and cyclical sectors and related industrial and financial areas. Before that, Eric was a senior equity analyst and portfolio manager at AllianceBernstein and a bond trader and funding specialist at Lehman Brothers.

Eric holds a B.A. in political science and international relations from the University of Wisconsin and an M.B.A. with a concentration in finance from the University of Minnesota-Carlson School of Management.

Christopher Proctor, Head of Cash Strategies

Christopher ProctorHead of Cash Strategies

Christopher Proctor, CFA serves as head of the Cash Strategies team and portfolio manager of Oppenheimer Money Market Fund, Oppenheimer Cash Reserves, Oppenheimer Institutional Money Market Fund, Oppenheimer Ultra-Short Duration Fund and Oppenheimer Commodity Strategy Total Return Fund.

Prior to joining OppenheimerFunds, Christopher was a vice president at Calamos Investments and Scudder-Kemper Investments in Chicago, where he managed over $10 billion in institutional and retail fund portfolios.

Christopher received his B.A. in economics from Trinity University. He is a CFA® charterholder and a member of the Association for Investment Management and Research and the Denver Society of Security Analysts.


Heidi HeikenfeldPortfolio Manager, Emerging Market Equity Team

Heidi Heikenfeld, CFA, serves as a portfolio manager of Oppenheimer Emerging Markets Innovators Fund. From 2002 to 2012, she was a senior research analyst on Oppenheimer Global Opportunities Fund, primarily focusing on intellectual property sectors, such as Healthcare and Technology. Prior to that, Heidi was a bond analyst for two years at the firm.

Heidi is a CFA® charterholder and has an M.B.A. from Oxford University in England. She also has an undergraduate degree in business and economics from Susquehanna University.

Alec YoungInvestment Strategist

Alec Young serves as an investment strategist in the firm’s capital markets research group. He formulates and communicates multi-asset class investment thought leadership and optimization of client portfolios. From 2005 through early 2014, he served as the global equity strategist at Standard & Poor’s, where he authored U.S. and international investment strategy reports, published strategic asset allocation models and co-chaired S&P’s investment policy committee. He has been quoted often in The Wall Street Journal, Financial Times and The New York Times, is a frequent guest on CNBC and Bloomberg TV and has been featured as a speaker at many industry conferences.

Before S&P, Alec spent 10 years as a senior portfolio manager with Ascend Capital Management, a London-based asset management boutique, where his primary focus was on managing high net worth portfolios comprising large-cap global equity and investment-grade fixed income securities.

Alec earned his B.A. in political science from Grinnell College and completed an executive education course on investment strategy and portfolio management at the University of Pennsylvania’s Wharton School of Business.


Ronald Zibelli, Jr., Senior Portfolio Manager

Ronald Zibelli, Jr.Senior Portfolio Manager

Ron Zibelli, CFA, serves as senior portfolio manager of Oppenheimer Discovery Fund and Oppenheimer Discovery Mid Cap Growth Fund. He is a member of the Oppenheimer Growth Team, which manages across several mutual funds, variable accounts and sub-advised portfolios.

Before joining OppenheimerFunds in May 2006, Ron was a managing director and small cap growth team leader at Merrill Lynch Investment Managers. He was responsible for managing 11 portfolios, including the Merrill Lynch Small Cap Growth Fund. Previously, he spent over 11 years at Chase Manhattan Bank, Inc. where he was portfolio manager of the Vista Select New Growth Opportunities Fund and co-portfolio manager of the Vista Small Cap Opportunities Fund.

Ron received a B.A. in finance from Lehigh University. He is a CFA® charterholder and a member of the New York Society of Security Analysts.

Robert McClureSr. Client Portfolio Manager

Rob McClure serves as the Senior Client Portfolio Manager for the Value Equity team. In this capacity Rob is responsible for articulating the investment philosophy, process, strategy and performance on behalf of the team.

Prior to joining the firm in March 2015, Rob was at Credit Suisse for nearly eighteen years, where he was a Director of the HOLT division, responsible for leading a top-performing team of portfolio consultants.

Rob holds a B.A. in economics from the University of Illinois and an M.B.A. from Loyola University.


Michael KotlarzPortfolio Manager, Growth Equity Team

Michael Kotlarz serves as portfolio manager of Oppenheimer Capital Appreciation Fund, Oppenheimer Capital Appreciation Fund/VA , Oppenheimer Equity Fund and related strategies.

Before joining OppenheimerFunds in March 2008, he was a managing director of equity research at Ark Asset Management. Prior to that, Michael spent several years on the sell side at DLJ covering hardware, distribution and storage networking stocks. He started his career at NatWest Securities in the equity research department. Michael earned his B.S. degree from Cornell University.

Ira Jersey, Senior Client Portfolio Manager

Ira JerseySenior Client Portfolio Manager

Ira Jersey serves as Senior Client Portfolio Manager for the Fixed Income Teams, including Investment Grade and Global Debt. He joins us from Credit Suisse, where he was the Head of U.S. Interest Rate Strategy. Prior to that, he worked at the Royal Bank of Canada as the Head of U.S. Fixed Income Strategy. He is a member of the American Finance Association and the National Association of Business Economics.