Brian W. Wixted
Director/Board Member at THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
Net worth: 24 964 $ as of 2024-04-29
Profile
Brian W.
Wixted is currently the Director at Lincoln Variable Insurance Products Trust since 2019.
He is also the Chief Financial Officer & Treasurer at OFI Trust Co. since 2000.
Additionally, he serves as an Independent Trustee at Thornburg Income Builder Opportunities Trust since 2020.
In his former positions, Mr. Wixted worked as the SVP-Finance & Fund Treasurer at OppenheimerFunds, Inc. from 1999 to 2016.
He was also the Treasurer at Oppenheimer Multi Sector Income Trust from 1999 to 2010.
Furthermore, he held the role of Treasurer & Senior Vice President at Shareholder Services, Inc. from 1999 to 2008.
Mr. Wixted also served as the Treasurer, Chief Financial & Accounting Officer at Oppenheimer Currency Opportunities Fund, HarbourView Asset Management Corp., Oppenheimer Real Asset Management, Inc., and OFI Steelpath, Inc. He held the position of Treasurer, Chief Financial & Accounting Officer at Oppenheimer Global Multi-Asset Growth Fund and Oppenheimer Macquarie Global Infrastructure Fund.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-04-22 | 1,620 ( 0.01% ) | 24 964 $ | 2024-04-29 |
Brian W. Wixted active positions
| Companies | Position | Start |
|---|---|---|
| THORNBURG INCOME BUILDER OPPORTUNITIES TRUST | Director/Board Member | 2020-09-30 |
| OFI Trust Co. | Director of Finance/CFO | 2000-04-30 |
| Lincoln Variable Insurance Products Trust | Director/Board Member | 2019-01-31 |
Former positions of Brian W. Wixted
| Companies | Position | End |
|---|---|---|
OppenheimerFunds, Inc.
 OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Director of Finance/CFO | 2015-12-31 |
Oppenheimer Multi Sector Income Trust
 Oppenheimer Multi Sector Income Trust Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Multi Sector Income Trust is a diversified closed-End Investment Fund. The company is headquartered in New York, NY. | Treasurer | 2010-11-09 |
HarbourView Asset Management Corp.
 HarbourView Asset Management Corp. Investment ManagersFinance Part of Invesco Ltd., HarbourView Asset Management Corp. is an investment advice company. The company is based in New York, NY. | Treasurer | 2008-05-31 |
OFI Steelpath, Inc.
 OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients. | Treasurer | 2008-05-31 |
Oppenheimer Real Asset Management, Inc.
 Oppenheimer Real Asset Management, Inc. Investment ManagersFinance Part of Invesco Ltd., Oppenheimer Real Asset Management, Inc. provides investment advice. The company is based in New York, NY. | Treasurer | 2008-05-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
| Lincoln Variable Insurance Products Trust | Miscellaneous |
OppenheimerFunds, Inc.
OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY. | Finance |
Oppenheimer Multi Sector Income Trust
Oppenheimer Multi Sector Income Trust Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Multi Sector Income Trust is a diversified closed-End Investment Fund. The company is headquartered in New York, NY. | Miscellaneous |
| Shareholder Services, Inc. | |
Oppenheimer Currency Opportunities Fund
 Oppenheimer Currency Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Currency Opportunities Fund is a closed end investment management. The fund intends to seek total return by investing in short-term fixed income instruments and forward contracts with foreign currency exposure. It gives shareholders access to alternative asset class by providing diverse, strategic, actively managed exposure to the foreign currencies of United States trading partners. The fund's investment adviser is OppenheimerFunds, Inc. Oppenheimer Currency Opportunities Fund was founded in 2010 and is headquartered in Centennial, CO. | Miscellaneous |
HarbourView Asset Management Corp.
HarbourView Asset Management Corp. Investment ManagersFinance Part of Invesco Ltd., HarbourView Asset Management Corp. is an investment advice company. The company is based in New York, NY. | Finance |
| OFI Trust Co. | |
Oppenheimer Real Asset Management, Inc.
Oppenheimer Real Asset Management, Inc. Investment ManagersFinance Part of Invesco Ltd., Oppenheimer Real Asset Management, Inc. provides investment advice. The company is based in New York, NY. | Finance |
OFI Steelpath, Inc.
OFI Steelpath, Inc. Investment ManagersFinance OFI Steelpath, Inc. is an investment management firm headquartered in Dallas, Texas. The firm was founded in 1959and formerly known as Shareholder Financial Services, Inc. They are a subsidiary of Oppenheimer Acquisition Corp., ultimately held by Invesco Ltd. (NYSE: IVZ). OFI Steelpath provides investment advisory services on a discretionary and non-discretionary basis to a wide variety of clients. | Finance |
Oppenheimer Global Multi-Asset Growth Fund
 Oppenheimer Global Multi-Asset Growth Fund Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Global Multi-Asset Growth Fund operates as an open-end, diversified management investment company. It invests across asset classes, investment strategies and types of securities. The company is headquartered in Centennial, CO. | Miscellaneous |
Oppenheimer Macquarie Global Infrastructure Fund
 Oppenheimer Macquarie Global Infrastructure Fund Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Macquarie Global Infrastructure Fund operates as real estate investment trust. The company is headquartered in Centennial, CO. | Miscellaneous |
Thornburg Income Builder Opportunities Trust
 Thornburg Income Builder Opportunities Trust Investment Trusts/Mutual FundsMiscellaneous Thornburg Income Builder Opportunities Trust is a closed-end management investment company. It seeks to invest directly or indirectly to its managed assets in a broad range of income-producing securities. The company was founded on July 28, 2021 and is headquartered in Santa Fe, NM. | Miscellaneous |
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