TERESA A. GLASSER - Corporate Board Profile

OPPENHEIMER HOLDINGS INC

Filing Date	Source Excerpt
2023-03-17	Ms. Glasser joined the Board in May 2018. She is the Data Advisory and Analytics Principal with FRG, a consulting firm specializing in risk, data and analytics, as of 2017, and an independent board member of Global Legal Entity Identifier Foundation (GLEIF) since 2021. She was an independent consultant from 2016 to 2017. Ms. Glasser was a Managing Director at JPMorgan Chase from 2013 to 2016, responsible for Capital Stress Testing Analytics for the Corporate Finance Office and established the Chief Data Office for JP Morgan Asset Management, as CDO. She served as Deputy Director of the Office of Financial Research (US Treasury), from 2011 to 2013, supporting systemic risk analysis for the Financial Stability Oversight Council. She established the Chief Risk Office for Bunge Ltd., serving as the CRO from 2007 to 2010. Ms. Glasser managed teams in risk and analytics at Credit Suisse First Boston Inc. from 2002 to 2005, and at Merrill Lynch Pierce Fenner & Smith Inc., from 1987 through 1998 and in 2001. She led financial services teams at IBM Corp., from 2002 to 2005, and KPMG LLP, from 1999 through 2000. Ms. Glasser was Assistant Professor of Finance at Rutgers University from 1984 to 1986 and Bentley College from 1986 to 1987. She has a PhD and MA in Economics from Fordham University and a BS from Fairleigh Dickinson University. Ms. Glasser brings deep knowledge and experience in risk management and technology to the Company. She is a member of the Audit and Compliance Committees.
2024-03-15	Ms. Glasser joined the Board in May 2018. She is the Data Strategy, Advisory and Analytics Principal at FRG, a risk and data consulting firm since 2017, and an independent board member of Global Legal Entity Identifier Foundation (GLEIF) since 2021, Chair since 2023. She was an independent consultant from 2016 to 2017. Ms. Glasser was a Managing Director at JPMorgan Chase from 2013 to 2016, responsible for firm-wide Capital Stress Testing Analytics for the Corporate Finance Office and, as Chief Data Officer, established the Chief Data Office for JP Morgan Asset and Wealth Management. She served as Deputy Director of the Office of Financial Research (US Treasury), from 2011 to 2013, supporting the Financial Stability Oversight Council. As Chief Risk Officer, she established the Chief Risk Office for Bunge Ltd. from 2007 to 2010. Ms. Glasser managed risk and analytics teams for Credit Suisse First Boston Inc. from 2002 to 2005, and Merrill Lynch Pierce Fenner & Smith Inc., from 1987 through 1998 and in 2001. She led financial services teams at IBM Corp., from 2002 to 2005, and KPMG LLP, from 1999 through 2000. Ms. Glasser was Assistant Professor of Finance at Rutgers University from 1984 to 1986 and Bentley College from 1986 to 1987. She has a PhD and MA in Economics from Fordham University and a BS from Fairleigh Dickinson University. Ms. Glasser brings deep knowledge and experience in risk management, data, and technology to the Company. She is a member of the Audit and Compliance Committees.
2025-03-14	Ms. Glasser joined the Board in May 2018. She is the Data Strategy and Analytics Principal at FRG, a risk and data consulting firm, since 2017. She has been an independent board member of Global Legal Entity Identifier Foundation (GLEIF) since 2021, Chair since 2023, and serves on the Federal Advisory Committee for the Office of Financial Research, US Treasury, since 2023. Ms. Glasser was an independent consultant from 2016 to 2017. She was Managing Director at JPMorgan Chase from 2013 to 2016, leading the firm’s Capital Stress Testing Analytics and then served as Chief Data Officer for the Asset and Wealth Management Division. She was Deputy Director of the Office of Financial Research (US Treasury) from 2011 to 2013. Ms. Glasser was the Chief Risk Officer for Bunge Ltd. from 2007 to 2010. She managed risk and analytics teams at Credit Suisse First Boston Inc. from 2002 to 2005, and at Merrill Lynch Pierce Fenner & Smith Inc. from 1987 through 1998 and in 2001. She led financial services teams at IBM Corp. from 2002 to 2005, and KPMG LLP from 1999 through 2000. Ms. Glasser was Assistant Professor of Finance at Rutgers University from 1984 to 1986 and Bentley College from 1986 to 1987. She has a PhD and MA in Economics from Fordham University and a BS from Fairleigh Dickinson University. Ms. Glasser brings to the Company her deep knowledge and experience in risk management, data, and technology and is a member of the Audit and Compliance Committees.