Jeff Alfano

Executive Vice President & Chief Financial Officer at Oppenheimer & Co., Inc.

Jeff Alfano

Jeff Alfano

Executive Vice President & Chief Financial Officer at Oppenheimer & Co., Inc.

Overview
Career Highlights

Advantage Advisers Multi-Manager LLC
Oppenheimer Asset Management, Inc.
Advantage Advisers Management LLC

RelSci Relationships

3940

Number of Boards

1

Birthday

1970

Age

51

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Jeff Alfano likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Director at Oppenheimer Asset Management, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Managing Director, Chief Compliance Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Executive Vice President & General Counsel at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Oppenheimer Alternative Investment Management LLC

Relationship likelihood: Strong

Chief Legal Officer at Oppenheimer Asset Management, Inc.

Relationship likelihood: Strong

Senior Managing Director & Head of US Investment Banking at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Advantage Advisers Xanthus Fund LLC

Relationship likelihood: Strong

Senior Managing Director, Equities at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

Managing Director & Chief Marketing Officer at Oppenheimer & Co., Inc.

Relationship likelihood: Strong

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Jeff Alfano
Executive Vice President & Chief Financial Officer at Oppenheimer & Co., Inc.
Education
Bachelor's Degree
Class of 1991

Michigan State University (MSU) is a public research university located in East Lansing, Michigan, United States and is the first land-grant institution that was created to serve as a model for future land-grant colleges in the country under the 1862 Morrill Act. Michigan State has been labeled one of the "Public Ivies," a publicly funded university considered as providing a quality of education comparable to those of the Ivy League. Following the introduction of the Morrill Act, the college became coeducational and expanded its curriculum beyond agriculture. Today, MSU is the ninth-largest university in the United States, with 47,800 students and 2,954 faculty members.

Master of Business Administration

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member, Financial Management Division
Current

Securities Industry and Financial Management Association SIFMA brings together the shared interests of hundreds of securities firms, banks and asset managers. These companies are engaged in communities across the country to raise capital for businesses, promote job creation and lead economic growth.

Member
Current

The New York State Society of Certified Public Accountants (NYSSCPA) is one of the largest state accounting organizations in the nation with more than 28,000 members. It was incorporated in 1897 to cultivate, promote, and disseminate knowledge and information concerning certified public accountants;to establish and maintain high standards of integrity, honor, and character among certified public accountants;to furnish information regarding accountancy and the practice and methods thereof to its members and the general public;to protect the interests of its members and the general public with respect to the practice of accountancy.

Career History
Audit Partner
1992 - 2006

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Chief Financial Officer
2010 - Current

Oppenheimer Investment Management (OIM) is an active investor that focuses on developing consistent, alpha-generating investment ideas for the institutional portfolios they manage. The firm's investment approach is based on the belief that the investment markets are exposed to inefficiencies over time. They seek to capitalize on these inefficiencies through a rigorous, consistent security selection process. OIM's investment strategies include: core fixed-income, core plus fixed-income, intermediate fixed-income and high yield fixed-income.The OIM Core Fixed-Income strategy is based on the idea that individual security selection produces the best opportunity for risk-adjusted excess returns over time. OIM employs an extensive, bottom-up research process, that focuses on optimal bond selection of investment grade corporate bonds, MBS, US Government Treasuries and taxable municipal bonds. The firm employs a tightly-controlled duration discipline and closely manages all portfolio risk factors. Their objective is to produce predictable, consistent excess returns net-of-fees over the Barclays Capital Aggregate Bond Index.The OIM Core Plus Fixed-Income strategy is based on the idea that individual security selection produces the best opportunity for risk-adjusted excess returns over time. OIM's extensive, bottom-up research process focuses on optimal bond selection of investment grade corporate bonds, MBS, US Government Treasuries and taxable municipal bonds. They employ a tightly-controlled duration discipline and closely manage all portfolio risk factors. OIM's objective is to produce predictable, consistent excess returns net-of-fees over the Barclays Capital Aggregate Bond Index.The OIM Intermediate Fixed Income strategy is based on the idea that individual security selection produces the best opportunity for risk-adjusted excess returns over time. OIM's extensive, bottom-up research process focuses on optimal bond selection of investment grade corporate bonds, MBS, US Government Treasuries and taxable municipal bonds. They employ a tightly-controlled duration discipline and closely manage all portfolio risk factors. OIM's objective is to produce predictable, consistent excess returns net-of-fees over the Barclays Capital Government/Credit-Intermediate Bond Index.The OIM High Yield Fixed Income strategy is based on the idea that individual security selection produces the best opportunity for risk-adjusted excess returns over time. The firm employs an extensive, bottom-up research process that focuses on optimal bond selection of corporate bonds, preferred securities, bank loans, convertible securities and taxable municipal bonds. OIM's emphasis is on relative value, and they closely manage all portfolio risk factors. Their objective is to produce predictable, consistent excess returns net-of-fees over the Merrill Lynch High Yield Master II Index.

Chief Financial Officer
2010 - Current

OAM uses a third party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. To analyze a potential investment strategy within the context of a larger portfolio for diversification and correlation to the existing strategies, they use a proprietary analytic tool. OAM uses historical performance analysis and analyzes holdings and return data. They also analyze investment styles in up and down market cycles and in various credit cycles.

Boards & Committees
Member, Management Committee
Current

Oppenheimer & Co. Inc. is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, they have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer is a registered broker-dealer and investment advisory firm.

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
CPA (Certified Public Accountant)
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