# Joan Khoury

> Joan Khoury is Senior Managing Director and Chief Marketing Officer of Oppenheimer & Co. Inc., a role she has held since 2016 at a firm with a 145-year history. A marketer with more than two decades of B2B and B2C leadership in financial services, she previously ran marketing at LPL Financial, Merrill Lynch Wealth Management, Wachovia Evergreen Investments and Bank of New York Mellon. At Oppenheimer she built the firm's 'Power of Oppenheimer Thinking' brand platform and the '145 Voices' campaign, launched the 'Let's Talk Future' podcast, and treats brand as a strategic growth engine rather than a coat of paint.

- **Role:** Senior Managing Director and Chief Marketing Officer at Oppenheimer & Co. Inc.
- **Organizations:** Oppenheimer & Co. Inc., LPL Financial, Merrill Lynch Wealth Management, Wachovia Evergreen Investments, Bank of New York Mellon, Bank of America, United Way of Macon, Georgia, Women's Forum of New York
- **Nationality:** American
- **Education:** B.A. in Business Administration, Wesleyan College
- **Known for:** Built Oppenheimer's brand platform, 'The Power of Oppenheimer Thinking,' with over 90% of employees affirming it reflected the firm's identity, Created the '145 Voices' campaign celebrating the firm's 145-year history through employee stories rather than traditional advertising, Documented 92% employee pride as the foundation of the brand refresh

## Career timeline

- **Early career** — Marketing and communications manager at United Way of Macon, Georgia
- **Earlier** — Marketing Manager at Bank of America
- **Earlier** — Group Head, Global Marketing Division at Bank of New York Mellon
- **Earlier** — Global Head of Marketing at Wachovia Evergreen Investments (now Wells Fargo Advisors)
- **Earlier** — Head of Marketing at Merrill Lynch Wealth Management, leading a 90-person marketing organization
- **Before 2016** — Chief Marketing Officer at LPL Financial, the largest independent broker-dealer
- **2016** — Named Managing Director and Chief Marketing Officer of Oppenheimer & Co. Inc. (newly created role), effective January 4
- **2020** — Launched the 'Let's Talk Future' podcast during the pandemic
- **2020s** — Led the 'Power of Oppenheimer Thinking' brand platform and the '145 Voices' campaign
- **2025** — Delivered closing keynote at the Americas Financial Services Marketing Leaders' Summit

## Achievements

- Built Oppenheimer's brand platform, 'The Power of Oppenheimer Thinking,' with over 90% of employees affirming it reflected the firm's identity
- Created the '145 Voices' campaign celebrating the firm's 145-year history through employee stories rather than traditional advertising
- Documented 92% employee pride as the foundation of the brand refresh
- Launched and sustained the 'Let's Talk Future' podcast, publishing 24+ episodes with roughly 10,000 downloads
- Led marketing at five major financial firms across retail, wealth and institutional segments over 25+ years
- Ran a 90-person marketing organization at Merrill Lynch Wealth Management
- Delivered the closing keynote at the 2025 Americas Financial Services Marketing Leaders' Summit

## Latest updates

- **2025** — Delivered the closing keynote at the Americas Financial Services Marketing Leaders' Summit on modern brand leadership.
- **2026** — Continues as Senior Managing Director and CMO as Oppenheimer marks 145 years of 'The Power of Oppenheimer Thinking.'

## Links

- Website: https://www.oppenheimer.com/
- LinkedIn: https://www.linkedin.com/in/joankhoury/

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Profile page: https://yespress.io/joan-khoury
Published by YesPress — https://yespress.io
Last updated: 2026-08-14