Oppenheimer Holdings Inc.
OPYNYSEFinancialsCapital Markets

About Oppenheimer Holdings

Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. It offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, the company offers underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.

Company Information

CEOAlbert Lowenthal
Founded1881
Employees3,018
CountryUnited States
Fiscal YearJanuary - December

Stock Details

ExchangeNYSE (NYSE)
CurrencyUSD - USD
TypeStock
Share ClassClass A Shares

Contact Information

Phone212 668 8000
Address
85 Broad Street New York, New York 10004 United States

Corporate Identifiers

CIK0000791963
CUSIP683797104
ISINUS6837971042
EIN98-0080034
SIC6211

Leadership Team & Key Executives

Robert Steven Lowenthal
Chief Executive Officer, President and Director
Albert Grinsfelder Lowenthal
Executive Chairman
Brad Michael Watkins CPA
Executive Vice President and Chief Financial Officer
Bryan Edward McKigney
President of Oppenheimer Asset Management Inc
Peter J. Albano
Senior MD and Global Head of Fixed Income Business - Oppenheimer and Co. Inc.
Dennis Patrick McNamara Esq.
Executive Vice President, General Counsel and Secretary
Douglas Thornley Siegel
MD and Chief Compliance Officer
Manuel Rodriguez
Head of the Latin America Investment Banking Group
Rupert Sadler
Managing Director in Technology Investment Banking Group
Sean Minnihan
Head of Financial Technology Investment Banking