Oppenheimer & Co., a wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc., announced that David Fleming has been promoted to a leadership role within the firm’s private client division. He will be based in New York.
Fleming will report to Ed Harrington, executive vice president and head of the private client division, where he will oversee branches in select markets. He will partner closely with regional and branch managers to strengthen business development, enhance team performance, and support recruiting efforts across the division.
Ron Guidi will become branch manager in San Francisco, replacing Fleming in that role. He will oversee day-to-day operations and focus on growing Oppenheimer’s presence in the Bay Area.
These changes come amid continued growth across Oppenheimer’s private client division. In 2025, the firm’s wealth management segment generated revenue exceeding $1 billion, with assets under management (AUM)
