Oppenheimer Holdings Inc. (OPY)
NYSE: OPY · Real-Time Price · USD
72.57
+1.02 (1.43%)
Aug 29, 2025, 4:00 PM - Market closed

Company Description

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.

Oppenheimer Holdings Inc.
Oppenheimer Holdings logo
CountryUnited States
Founded1881
IndustryCapital Markets
SectorFinancials
Employees3,018
CEOAlbert Lowenthal

Contact Details

Address:
85 Broad Street
New York, New York 10004
United States
Phone212 668 8000
Websiteoppenheimer.com

Stock Details

Ticker SymbolOPY
ExchangeNYSE
Share ClassClass A Shares
Fiscal YearJanuary - December
Reporting CurrencyUSD
CIK Code0000791963
CUSIP Number683797104
ISIN NumberUS6837971042
Employer ID98-0080034
SIC Code6211

Key Executives

NamePosition
Robert Steven LowenthalChief Executive Officer, President and Director
Albert Grinsfelder LowenthalExecutive Chairman
Brad Michael Watkins CPAExecutive Vice President and Chief Financial Officer
Bryan Edward McKigneyPresident of Oppenheimer Asset Management Inc
Peter J. AlbanoSenior 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 SiegelMD and Chief Compliance Officer
Manuel RodriguezHead of the Latin America Investment Banking Group
Rupert SadlerManaging Director in Technology Investment Banking Group
Sean MinnihanHead of Financial Technology Investment Banking

Latest SEC Filings

DateTypeTitle
Aug 4, 20258-KCurrent Report
Aug 1, 20258-KCurrent Report
Aug 1, 202510-QQuarterly Report
Jun 10, 2025144Filing
Jun 9, 2025144Filing
Jun 6, 2025144Filing
Jun 4, 202511-KAnnual report of employee stock purchase, savings and similar plans
May 6, 20258-KCurrent Report
Apr 28, 20258-KCurrent Report
Apr 25, 202510-QQuarterly Report