Joan Khoury, Chief Marketing Officer, Oppenheimer

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 will be interviewed by Aniko DeLaney, an advanced lecturer of Marketing at Fordham University’s Gabelli School of Business. A longtime financial marketing executive, Aniko manages the FCS Marketing Scholars Program at Fordham.

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.

In gratitude to Joan, the FCS will donate $1,000 to the children’s charity of her choice: Girls, Inc., which inspires all girls to be strong, smart, and bold leaders through direct service and advocacy.

The FREE REGISTRATION link on this page is visible to members only. You must have a current active membership to access this live event or the video replay.

Not yet a member? Join us today. Read about membership benefits and pricing tiers (individual, group, and corporate) here: MEMBERSHIP

  • Start March 23, 2026 12:00 PM EST
  • End March 23, 2026 12:30 PM EST
  • Location ZOOM

Tickets

Speakers

Guest Speaker Joan Khoury

Chief Marketing Officer

Joan Khoury joined Oppenheimer in 2015 bringing deep experience leading and developing marketing teams in the retail, wealth and institutional segments. She previously was CMO for LPL Financial, where she developed the company’s marketing and brand strategy. Prior to that, she served as Head of Marketing for Merrill Lynch Wealth Management, where she refined and […]

Interviewer Aniko DeLaney

Advanced Lecturer of Marketing

Aniko DeLaney is an advanced lecturer of Marketing at Fordham University’s Gabelli School of Business. She received 2024 and 2025 Fordham Gabelli School of Business Dean’s Impact Awards for teaching, research and service. She is the advisor for The Fordham Marketing Association, an official chapter of the American Marketing Assoc, and the Fordham Graduate Marketing […]