Oppenheimer Onboards Merrill Lynch Advisor In South Florida

Oppenheimer Hires Veteran LATAM-Focused Advisor To Strengthen Growth At Coral Gables Office

Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report

Wealth manager and investment bank Oppenheimer & Co., a subsidiary of Oppenheimer Holdings, announced the addition of Tatiana Zurek to its office in Coral Gables, Florida, as Senior Director-Investments. Zurek will report to Guillermo Vega, Branch Manager, Managing Director-Investments. Before Oppenheimer, Zurek worked at Merrill Lynch for 23 years.

“We are delighted to welcome Tatiana to our new state of the art, multi-use facility in Coral Gables, which we recently opened to allow for our accelerated growth in this fast-growing financial services hub,” said Ed Harrington, EVP of the firm’s Private Client Division.

Tatiana Zurek, Senior Director-Investments, Oppenheimer & Co.

He continued, “Tatiana’s extensive experience focused on markets such as Central and South America demonstrates our unwavering commitment to supporting the unique needs of the international financial advisor community, including their ultra-high net worth individual and institutional client relationships.”

The firm’s Coral Gables office provides corporate and executive services, financial planning, trust and estates, investment solutions, tactical allocations and retirement planning. More than 30 advisors are based in Coral Gables.

Ed Harrington, EVP, Private Client Division, Oppenheimer & Co.

“I am thrilled to join Oppenheimer, an institution that I have long admired for its entrepreneurialism, open architecture, focus on the offshore markets, and strong support for financial advisors,” said Zurek. “The Coral Gables office in particular stood out to me for its large concentration of international financial professionals, high percentage of women on the advisory team and reputation for attracting the best talent in the area.”

“Tatiana’s expertise makes her an ideal addition to the Coral Gables team,” Vega said. “Like many of our colleagues here, she combines a keen awareness of capital markets with an exceptional ability to create positive financial outcomes for both institutional and ultra-high net worth clients based in Latin America and beyond.”

Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.

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