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Oppenheimer Holdings

OPYFinancial ServicesNew York City, United States

Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.

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Oppenheimer Holdings at a glance

Oppenheimer Holdings is a financial services company headquartered in New York City, United States. It is publicly listed (OPY) with a market capitalisation of $1.2B. Xcout tracks 26 named people at Oppenheimer Holdings, including Robert Steven Lowenthal (Chief Executive Officer, President & Director).

Industry
Financial Services
Headquarters
New York City, United States
Market cap
$1.2B
Employees
2,947
Ticker
OPY

Oppenheimer Holdings leadership

  • Robert Steven LowenthalChief Executive Officer, President & Director
  • Robert S LowenthalPresident and Chief Executive Officer (CEO)
  • Bryan Edward McKigneyPresident of Oppenheimer Asset Management Inc
  • Brad Michael WatkinsExecutive Vice President & Chief Financial Officer
  • Douglas Thornley SiegelMD & Chief Compliance Officer
  • Albert Grinsfelder LowenthalExecutive Chairman

20 more named people on record for Oppenheimer Holdings, with roles, board committees and tenure — see the full roster →

Oppenheimer Holdings competitors

A few of Oppenheimer Holdings's closest competitors — see the full list of competitors and alternatives →

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More on Oppenheimer Holdings in Xcout Intel

  • 26 named people with titles, LinkedIn and board committees
  • The full competitor set, tracking, exports and API access
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