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Kunal Bhatia Joins Oppenheimer & Co. Inc. As Managing Director In Healthcare Investment Banking Group, Reporting To Michael Margolis, R.Ph

PUBLIC · OPYJun 24, 2024•almost 2 years ago

Position

Director

Company

Oppenheimer &

Kunal Bhatia
New YorkFinancial ServicesFinanceFintechLendingBanking

Description

Oppenheimer & Co. Inc. announced the appointment of Kunal Bhatia as a Managing Director in the firm's Healthcare Investment Banking Group

Company Information

Company

Oppenheimer &

Location

85 Broad Street

New York, United States

About

Oppenheimer & Co. Inc. is a global full-service brokerage and investment bank with over 140 years of history, originating from Fahnestock & Co. in 1881. Headquartered in New York City, the firm employs more than 3,100 people across 92 offices worldwide and manages approximately $129.8 billion in assets. The company offers a wide range of financial services tailored to individuals, families, corporate executives, foundations, and institutional investors. Its core services include wealth management, investment banking, asset management, equity research, retirement services, structured products, and risk management. Oppenheimer emphasizes personalized financial planning and innovative strategies to meet the diverse needs of its clients. Led by CEO Albert Lowenthal, the firm continues to build on its entrepreneurial spirit and commitment to delivering customized financial solutions.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.