Oppenheimer Holdings Inc. (OPY)

NYSE: OPY · IEX Real-Time Price · USD
+0.17 (0.51%)
Jul 1, 2022 1:06 PM EDT - Market open

Company Description

Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia.

The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services.

It also provides 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, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services.

Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities.

Additionally, the company offers underwritings, market-making, trust, and discount services. 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
Country United States
Founded 1881
Industry Capital Markets
Sector Financials
Employees 2,853

Contact Details

85 Broad Street
New York, NY 10004
United States
Phone 212-668-8000
Website opco.com

Stock Details

Ticker Symbol OPY
Exchange NYSE
Fiscal Year January - December
Reporting Currency US Dollars
CIK Code 0000791963
CUSIP Number 302921101
ISIN Number US6837971042
Employer ID 98-0080034
SIC Code 6211

Key Executives

Name Position
Albert Grinsfelder Lowenthal Chairman and Chief Executive Officer
Robert Steven Lowenthal President and Director
Peter J. Albano Senior MD and Global Head of Fixed Income Business - Oppenheimer and Co. Inc.
Bryan Edward McKigney President of Oppenheimer Asset Management Inc
Salvatore Frank Agosta Interim Chief Financial Officer and Principal Accounting Officer
John Anthony Benedetto Executive Vice President and Chief Operating Officer
Dennis Patrick McNamara Esq. Executive Vice President, General Counsel and Secretary
Douglas Thornley Siegel MD and Chief Compliance Officer
Ramon De Paz MD of Global Technology, Media and Communications Investment Banking group
Massimiliano Lami MD, Chief Executive and Head of Investment Banking for EMEA

Latest SEC Filings

Date Type Title
Jun 16, 2022 11-K Annual report of employee stock purchase, savings and similar plans
May 24, 2022 8-K Current report
May 10, 2022 8-K Current report
May 2, 2022 8-K Current report
Apr 29, 2022 10-Q Quarterly report [Sections 13 or 15(d)]
Apr 29, 2022 8-K Current report
Mar 18, 2022 DEF 14A Other definitive proxy statements
Feb 28, 2022 10-K Annual report [Section 13 and 15(d), not S-K Item 405]
Feb 25, 2022 8-K Current report
Feb 10, 2022 8-K Current report