Oppenheimer Holdings Inc. — Company profile
Financials · Capital Markets · United States
Last price 86.2 USD (Oct 30, 2026, 4:00 PM EDT) · Market cap 923.03M
Overview · Financial statements · Key statistics · Dividends · Company profile · Price history · Reports
Company profile
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also 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, it provides 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, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.
Details
| Name | Oppenheimer Holdings Inc. |
| Sector | Financials |
| Industry | Capital Markets |
| Employees | 3062 |
| Founded | 1881 |
| Ceo | Robert Lowenthal |
| Country | United States |
| Exchange | NYSE |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| Isin | US6837971042 |
| Cusip | 683797104 |
| Cik | 0000791963 |
| Sic | 6211 |
| Share Class | Class A Shares |
Key executives
| Name | Title |
|---|---|
| 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 |
| 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 |
| Robin Graham | Head of Technology Investment Banking |
Contact
| Address | 85 Broad Street, New York, New York 10004, United States |
| Phone | 212 668 8000 |
| Website | https://www.oppenheimer.com |