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Deals & People June 24, 2015
OppenheimerFunds’ RIA Team Now Fully Staffed
The firm has hired two executives and
promoted two others.
Reported by PLANADVISER Staff
OppenheimerFunds has filled out its registered investment adviser (RIA) team, Kyle Najarian and Keith Watts have joined the firm as senior adviser consultants for the West and Southeast regions, respectively.
Najarian comes to OppenheimerFunds from Wells Fargo Asset Management, where he worked with RIAs in the West. Watts was previously with Hatteras funds, where he worked with advisers in the South.
The company has also promoted Dan Jarema to senior adviser consultant from regional adviser consultant. In his new role, he will work with RIAs in the Midwest. Rico Castelda has moved from the national division to become a regional adviser consultant supporting coverage in the Midwest and Southeast regions.
“RIAs represent a growing and extremely important client segment for OppenheimerFunds,” says Matt Straut, head of the RIA channel. “We’ve assembled a talented team that has the deep industry experience and client-centric approach to provide RIAs with investment and thought leadership content. This allows OppenheimerFunds to assist RIAs in growing or running a more efficient practice.”