Oppenheimer Appoints Michelle Jacobi to Strengthen Fund Placement and Advisory Services

Oppenheimer Welcomes Michelle Jacobi to Enhance Fund Placement and Advisory Services

Oppenheimer & Co. Inc. takes a significant step in expanding its Global Fund Placement & Advisory Group by appointing Michelle Jacobi as Managing Director, effective January 21, 2026. Jacobi brings over 15 years of extensive experience in private equity fundraising, GP seeding, and leveraged finance. Her role in the New York office will focus on advising alternative investment managers on their fundraising strategies and refining their strategic priorities. This appointment underscores Oppenheimer's commitment to bolstering its service offerings in the competitive landscape of investment banking and wealth management.

Jacobi's previous tenure as Managing Director at Gatewood Capital Partners, along with roles at Cebile Capital, VCP Advisors, and Jefferies Finance, equips her with a robust skill set for this new position. Her specialized knowledge in emerging manager seeding and general partner solutions is anticipated to strengthen Oppenheimer's relationships with both emerging and established private equity firms. This strategic move is aligned with the firm’s objectives to broaden its client base and enhance its distribution capabilities for institutional limited partners (LPs) across the U.S.

Since launching the Global Fund Placement & Advisory Group in 2022, Oppenheimer has doubled its size and developed a global network of leading private equity clients from offices in New York, Los Angeles, and London. The team's collaborative approach, which integrates closely with Oppenheimer's investment banking and asset management divisions, significantly enhances its advisory capabilities. Gilbert Dychiao, Co-Head of Investment Banking, emphasizes that Jacobi's addition will further strengthen the group's senior composition, allowing them to meet the evolving needs of the private markets effectively. Jacobi herself acknowledges the firm's collaborative culture as a key asset in supporting clients as they navigate growth opportunities.

In related news, Oppenheimer continues to solidify its market presence by fostering relationships with alternative investment managers. The firm's recent expansion and strategic appointments reflect a proactive approach to navigating the complexities of private equity fundraising and advisory services. As the industry evolves, Oppenheimer remains focused on enhancing its service delivery to meet the demands of a diverse client base.

The integration of seasoned professionals like Jacobi signals Oppenheimer's dedication to providing top-tier advisory services within the private equity sector, ensuring that they remain at the forefront of the investment banking landscape.