The FCS is proud to welcome back to our virtual stage Joan Khoury, Senior Managing Director, Chief Marketing Officer, at Oppenheimer. Joan will be our featured guest speaker at the March 23 edidtion of of FCS MOVES, our Members Only Virtual Event Series. Joan first appeared on MOVES in November 2023. Her debut appearance on the FCS stage was back in 2016, when she gave a talk on “Engagement” at the inaugural FCS CMO Exchange.
Joan is a seasoned marketing leader with deep experience building and repositioning financial services brands across retail, wealth, and institutional platforms. Since joining Oppenheimer in 2015, she has drawn on senior leadership roles at LPL Financial, Merrill Lynch Wealth Management, and Bank of New York Mellon, where she led brand strategy, organizational development, and large-scale transformation initiatives. Known for building high-performing teams and sharpening institutional positioning, Joan offers a long-term, enterprise-minded perspective to marketing as a driver of growth and credibility.
Did you know… ?
- Oppenheimer combines a relationship-driven, boutique culture with full-service capabilities (wealth, IB, research, asset management), creating a positioning challenge—and opportunity—for integrated storytelling.
- Much of the firm’s growth model is built around recruiting, enabling, and retaining high-end advisors—so marketing plays a dual role: external brand builder and internal growth engine.
- Unlike most major peers, Oppenheimer isn’t publicly traded, which gives its marketing team more latitude to invest in reputation, advisor support, and client experience without quarterly earnings pressure.
In gratitude to Joan, the FCS will donate $1,000 to the children’s charity of her choice.
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