Case Study


Oppenheimer, a well-known yet not well-understood brand, realized the imperative of establishing a robust presence in a crowded, hyper-competitive market. To achieve this goal, Oppenheimer & Co partnered with The Ricciardi Group to revitalize and relaunch their 150-year-old asset and wealth management brand.

Services Provided

  • Advertising
  • Brand Strategy
  • Content
  • Creative Services
  • Digital
50 %

Longer time on site compared to Industry Average

17 x

Industry Average Display Click-Through-Rate

The Power of Oppenheimer Thinking.

Together, we developed a strategy that matches the brand’s bold, innovative thinking, its personalized and client-focused culture, and executional capabilities typical to big players. This effort also entailed reshaping Oppenheimer’s relevance in today’s changing financial services industry, offering employees a fresh and inspiring rallying message.

This strategy was brought to life in their first brand campaign — The Power of Oppenheimer Thinking.

A national media plan was designed to raise awareness among Financial Advisors and High Net Worth individuals. We strategically placed the advertising campaign in prestigious publications such as WSJ, Barrons, Bloomberg, CNBC, reinforcing the brand’s quality and reputation. The campaign strengthened the brand’s voice and drove engagement at levels far exceeding industry benchmarks.


“I'm remarkably proud, to announce today's launch of Oppenheimer's new campaign”

Developed and executed through an inspired team effort that was second to none.

Joan Khoury
CMO & Managing Director, Oppenheimer