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Fixed Income Research

Differentiated research strategies.

Oppenheimer provides Fixed Income research that is thoughtful and differentiated, so that Oppenheimer Financial Advisors can make informed investment decisions with their clients. Our approach is client-centric, incorporating both an understanding of the operating position, risk profile, and policy constraints of each client, as well as the efficient market execution of a particular strategy.

For high yield, we cover credits across multiple industry sectors including consumer, retail, energy, technology, media and telecom, paper and packaging, chemicals, and metals and mining. In addition, we provide municipal research as well as emerging markets research.

Colleen Burns
Name:

Colleen Burns

Title:

High Yield Research

Colleen is a Senior Analyst covering High Yield Consumer and Retail sectors. She joined the Firm in 2008 and previously was with CIBC World Markets and Bear Stearns. Colleen holds a BS in Finance and Accounting from Boston College.

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Nathalie Marshik
Name:

Nathalie Marshik

Title:

Emerging Markets Sovereign Research

Nathalie is a Managing Director based in New York and joined Oppenheimer in 2015. She has been analyzing Emerging Markets for 13 years and prior to Oppenheimer, headed the Americas Sovereign Risk & Advisory function for the Country Risk team at J.P. Morgan for 5 years. Nathalie received her MBA from the University of Chicago Booth School of Business and her MS from Aston University.

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Omar Zeolla
Name:

Omar Zeolla

Title:

Emerging Markets High Yield Corporate Research

Omar is a desk analyst at Oppenheimer where he focuses on Emerging Markets corporate fixed income, specializing in Latin American issuers. Omar has been at Oppenheimer since March 2012. He has over 15 years experience in research and investing in Emerging Markets having worked in both the sell side and buy side. Omar holds a BA and MA in Economics from Fordham University and has the CFA (Chartered Financial Analyst) designation.

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Rich Estabrook
Name:

Rich Estabrook

Title:

MBS/ABS Institutional Sales

Rich has been with Oppenheimer for seven years as a Managing Director in the Taxable Fixed Income Department focusing on investment strategies in the agency mortgage backed securities (MBS) markets.  Rich holds a BS in Mathematics and a BA in Economics from the University of Illinois at Urbana.

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Jeffrey Lipton
Name:

Jeffrey Lipton

Title:

Municipal Credit Research

Jeff is a Managing Director and head of Oppenheimer’s Municipal Research and Strategy effort.  Prior to joining the Firm in June 2014, Jeff spent 14 years as Director of Municipal Research at two buy-side, investment management firms and worked for a major insurance company. Jeff holds a BS in Business Administration with a concentration in Finance from the University of Delaware. 

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