Fundz

Oppenheimer Appoints Patrick McCarthy as Managing Director

PUBLIC · OPYNov 03, 2026
New to company“McCarthy joins as managing director as the firm expands its focus on defense technology and national security”

Position

Director

Company

OppenheimerFunds

Patrick McCarthy
New YorkFinancial ServicesFinanceFintechLendingBanking

Description

Oppenheimer & Co. Inc. has announced the appointment of Patrick McCarthy as Managing Director, focusing on defense technology and national security

Who to call at OppenheimerFunds, and when

A new leader at OppenheimerFunds brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day OppenheimerFunds raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at OppenheimerFunds, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at OppenheimerFunds. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

OppenheimerFunds

Location

85 Broad Street

New York, New York, United States

About

OppenheimerFunds was a leading investment management firm with a focus on various investment solutions. It served a wide range of clients, including individuals and institutions. The firm was known for its strong reputation in the mutual fund industry. OppenheimerFunds merged with Invesco to enhance client offerings and expand market reach.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment OppenheimerFunds changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Craig
Likely contact at this company
••••••••@••••••••

See Craig's verified email →

Adam
Senior decision-maker at this company
••••••••@••••••••

See Adam's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for OppenheimerFunds's next move

Learn about Strategic plan

OppenheimerFunds changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

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 Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.