Core Insights - Oppenheimer & Co. Inc. has appointed David Wright as Managing Director and Co-Regional Manager for the Pacific Northwest, alongside Mark Trafford, to enhance its leadership in the region [1][2] - The firm aims to accelerate growth in the Pacific Northwest, which is seen as a region full of opportunities, particularly in wealth management for high-net-worth clients [3][6] Leadership Appointments - David Wright brings 25 years of experience in the wealth management industry, previously serving as Senior Vice President and Seattle Market Director at D.A. Davidson Companies [4] - Mark Trafford has over 30 years of experience in wealth management and has been with Oppenheimer for nearly a decade, serving as Executive Director and Branch Manager of the Seattle office [5] Strategic Expansion Plans - Oppenheimer is committed to expanding its presence in the Pacific Northwest, with plans to grow in Lake Oswego, Oregon, and further across Washington State and the broader region [3] - The firm recognizes the need for sophisticated wealth management services among high-net-worth clients in the area, particularly those in the tech sector [6]
David Wright Joins Oppenheimer As Managing Director in the Pacific Northwest