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Electronic Municipal Market Access System (EMMA)
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William Friese
Executive Director - Investments
OMEGA Portfolio Management
Oppenheimer & Co. Inc.
500 West Madison
Suite 4000
Chicago,
IL 60661
| Tel: |
(312) 360-5527
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| Toll Free: |
(800) 621-2103
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| Fax: |
(312) 360-5857
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William Friese is licensed in the following state(s)*: AZ, CA, CO, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NE, NJ, OH, OK, PA, SC, UT, VA, VT, WA, WI |
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During Bill’s 40 years of experience in the financial industry, he has developed a unique approach to helping clients realize their financial goals. He has held numerous positions in a variety of areas over the years including mutual fund wholesaling, institutional and retail sales, as well as all aspects of the fixed income arena. After joining Oppenheimer & Co. Inc. in 1988 and establishing a fixed income department for retail brokers, Bill switched his focus to his own clients. Today the bulk of is business consists of corporate, municipal and convertible bonds, as well as preferred stocks.
Bill focuses on creating, overseeing and reviewing fixed income portfolios for affluent investors, small business owners and medium-sized financial institutions. His mission is to create balanced and diversified portfolios, constructed with access to liquidity and transparency, while always maintaining open lines of communications with his clients.
He utilizes various fixed income products that seek to maximize his investors’ income stream and diversify their portfolios. These products include:
• Corporate Bonds
• Municipal Bonds
• Convertible Bonds
• Third Party Trust Preferreds
• Preferred Trust Stock
• Omega Portfolio Management
In choosing our investment vehicles, Bill employs a varied array of research services available at Oppenheimer, as well as outside research publications and his own analysis, which seeks to find values in the bond marketplace and is based on over 30 years of experience in building customized bond portfolios.
Bill was educated at Creighton University and the University of Iowa, from which he earned a B.S. in Finance and Marketing. He resides in downtown Chicago, where he has lived for over 35 years. In his spare time Bill enjoys reading, golf, tennis, fly-fishing and when time permits, long-distance trips on his Harley.
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Report as of 04/16/2012
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Oppenheimer Products & Services
| • 401(k) Plans |
• Institutional Investment Consulting Services3 |
| • Cash Management |
• Mutual Funds |
| • Deferred Compensation Plans |
• Options |
| • Discretionary Portfolio Management |
• Professional Money Management |
| • Equity and Fixed Income Strategies |
• Retirement Planning Services |
| • Equity Research |
• Separately Managed Accounts |
| • Exchange Traded Funds |
• Trust Services2 |
| • Financial Planning Services |
• Wealth Management Services |
If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services. Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
Neither Oppenheimer, OAM nor the Trust Company provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Trust Company along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.
Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.
1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).
Copyright © 2012 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC
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