Oppenheimer Inc. (OPY)
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.

Country | United States |
IPO Date | Oct 6, 1982 |
Industry | Financial - Capital Markets |
Sector | Financial Services |
Employees | 2,977 |
CEO | Albert Grinsfelder Lowenthal |
Contact Details
Address: 85 Broad Street New York, New York United States | |
Website | https://www.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 & Chief Executive Officer |
Bryan Edward McKigney | President of Oppenheimer Asset Management Inc |
Dennis Patrick McNamara Esq. | Executive Vice President, General Counsel & Secretary |
Douglas Thornley Siegel | MD & Chief Compliance Officer |
Manuel Rodriguez | Head of the Latin America Investment Banking Group |
Peter J. Albano | Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc. |
Robert Steven Lowenthal | President & Director |
Robin Graham | Head of Technology Investment Banking |
Rupert Sadler | Managing Director in Technology Investment Banking Group |
Sean Minnihan | Head of Financial Technology Investment Banking |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Mar 14, 2025 | DEF 14A | Filing |
Mar 05, 2025 | ARS | Filing |
Feb 27, 2025 | 10-K | Annual Report |
Feb 27, 2025 | 8-K | Current Report |
Feb 07, 2025 | 5 | Filing |
Feb 07, 2025 | 5 | Filing |
Feb 03, 2025 | 8-K | Current Report |
Jan 31, 2025 | 4 | Filing |
Jan 31, 2025 | 4 | Filing |
Jan 31, 2025 | 4 | Filing |