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, 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.
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.
| Country | United States |
| Founded | 1881 |
| Industry | Capital Markets |
| Sector | Financials |
| Employees | 2,903 |
| CEO | Albert Grinsfelder Lowenthal |
Contact Details
Address: 85 Broad Street, 22nd Floor New York, New York 10004 United States | |
| Phone | (212) 825-4331 |
| Website | oppenheimer.com |
Stock Details
| Ticker Symbol | OPY |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0000791963 |
| CUSIP Number | 683797104 |
| 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, Senior Managing Director, Head of Oppenheimer and Co. Inc.'s Investment and Director |
| 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 |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 15, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 4, 2024 | 8-K | Current Report |
| Mar 1, 2024 | ARS | Filing |
| Mar 1, 2024 | 8-K | Current Report |
| Mar 1, 2024 | 10-K | Annual Report |
| Jan 29, 2024 | 8-K | Current Report |
| Jan 26, 2024 | 8-K | Current Report |
| Jan 24, 2024 | S-8 | Securities to be offered to employees in employee benefit plans |
| Oct 30, 2023 | 8-K | Current Report |
| Oct 27, 2023 | 8-K | Current Report |