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Financial Services - Financial - Capital Markets - NYSE - US
$ 65.4
-0.909 %
$ 682 M
Market Cap
10.27
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one OPY stock under the worst case scenario is HIDDEN Compared to the current market price of 65.4 USD, Oppenheimer Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one OPY stock under the base case scenario is HIDDEN Compared to the current market price of 65.4 USD, Oppenheimer Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Mar, 3, 2025.

The intrinsic value of one OPY stock under the best case scenario is HIDDEN Compared to the current market price of 65.4 USD, Oppenheimer Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS
FINANCIALS
1.25 B REVENUE
12.41%
0 OPERATING INCOME
0.00%
30.2 M NET INCOME
-6.01%
-18.8 M OPERATING CASH FLOW
-29.17%
-15.6 M INVESTING CASH FLOW
-10.07%
-74.8 M FINANCING CASH FLOW
70.56%
373 M REVENUE
12.94%
87.4 M OPERATING INCOME
131.07%
24.5 M NET INCOME
138.73%
74.4 M OPERATING CASH FLOW
124.06%
-49.5 M INVESTING CASH FLOW
-25.75%
-25.8 M FINANCING CASH FLOW
-21.11%
Balance Sheet Oppenheimer Holdings Inc.
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Current Assets 2.21 B
Cash & Short-Term Investments 28.8 M
Receivables 1.41 B
Other Current Assets 768 M
Non-Current Assets 663 M
Long-Term Investments 112 M
PP&E 184 M
Other Non-Current Assets 367 M
Current Liabilities 529 M
Accounts Payable 82.8 M
Short-Term Debt 0
Other Current Liabilities 446 M
Non-Current Liabilities 1.83 B
Long-Term Debt 296 M
Other Non-Current Liabilities 1.53 B
EFFICIENCY
Earnings Waterfall Oppenheimer Holdings Inc.
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Revenue 1.25 B
Cost Of Revenue 807 M
Gross Profit 442 M
Operating Expenses 442 M
Operating Income 0
Other Expenses -30.2 M
Net Income 30.2 M
RATIOS
35.35% GROSS MARGIN
35.35%
0.00% OPERATING MARGIN
0.00%
2.42% NET MARGIN
2.42%
3.82% ROE
3.82%
1.05% ROA
1.05%
0.00% ROIC
0.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Oppenheimer Holdings Inc.
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Net Income 30.2 M
Depreciation & Amortization 37.2 M
Capital Expenditures -17.1 M
Stock-Based Compensation 17 M
Change in Working Capital -126 M
Others 178 M
Free Cash Flow -35.9 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Oppenheimer Holdings Inc.
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Wall Street analysts predict an average 1-year price target for OPY of $79.5 , with forecasts ranging from a low of $22 to a high of $114 .
OPY Lowest Price Target Wall Street Target
22 USD -66.36%
OPY Average Price Target Wall Street Target
79.5 USD 21.56%
OPY Highest Price Target Wall Street Target
114 USD 74.31%
4. DIVIDEND ANALYSIS
0.35% DIVIDEND YIELD
0.18 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Oppenheimer Holdings Inc.
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
346 K USD 2
9-12 MONTHS
180 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
6 months ago
Aug 19, 2024
Sell 38.1 K USD
BEHRENS EVAN
Director
- 750
50.7839 USD
7 months ago
Jul 31, 2024
Sell 308 K USD
McNAMARA DENNIS P
Secretary
- 6000
51.279 USD
9 months ago
May 10, 2024
Sell 180 K USD
BEHRENS EVAN
Director
- 4125
43.6499 USD
1 year ago
Aug 31, 2023
Sell 96.2 K USD
BEHRENS EVAN
Director
- 2500
38.49 USD
1 year ago
Aug 31, 2023
Sell 191 K USD
BEHRENS EVAN
Director
- 5000
38.28 USD
1 year ago
Sep 01, 2023
Sell 192 K USD
BEHRENS EVAN
Director
- 5000
38.43 USD
2 years ago
Mar 03, 2023
Sell 445 K USD
McNAMARA DENNIS P
Secretary
- 10000
44.54 USD
2 years ago
Mar 03, 2023
Sell 94.4 K USD
McNAMARA DENNIS P
Secretary
- 2120
44.51 USD
3 years ago
Nov 03, 2021
Sell 261 K USD
OUGHTRED A WINN
Director
- 5000
52.2267 USD
3 years ago
May 04, 2021
Sell 1.34 M USD
ALFANO JEFFREY J
CFO
- 26913
49.6362 USD
3 years ago
May 05, 2021
Sell 338 K USD
ALFANO JEFFREY J
CFO
- 6831
49.4786 USD
3 years ago
May 04, 2021
Sell 120 K USD
McNAMARA DENNIS P
Secretary
- 2441
49.0043 USD
3 years ago
May 04, 2021
Sell 313 K USD
McNAMARA DENNIS P
Secretary
- 6303
49.693 USD
3 years ago
May 04, 2021
Sell 313 K USD
McNAMARA DENNIS P
Secretary
- 6303
49.693 USD
3 years ago
May 04, 2021
Sell 157 K USD
McNAMARA DENNIS P
Secretary
- 3151
49.693 USD
3 years ago
May 05, 2021
Sell 171 K USD
McNAMARA DENNIS P
Secretary
- 3453
49.3896 USD
5 years ago
Sep 18, 2019
Sell 310 K USD
OUGHTRED A WINN
Director
- 10000
31.02 USD
6 years ago
Feb 08, 2019
Bought 26.5 K USD
LOWENTHAL ALBERT G
CEO
+ 1007
26.33 USD
8 years ago
May 19, 2016
Bought 13.7 K USD
Dwyer Timothy Martin
Director
+ 1000
13.74 USD
8 years ago
May 13, 2016
Bought 13.7 K USD
Dwyer Timothy Martin
Director
+ 1000
13.74 USD
8 years ago
May 11, 2016
Bought 27.8 K USD
Dwyer Timothy Martin
Director
+ 2000
13.91 USD
14 years ago
Dec 29, 2010
Sell 27.2 K USD
CRYSTAL RICHARD
Director
- 1000
27.2318 USD
14 years ago
Dec 29, 2010
Sell 27.2 K USD
CRYSTAL RICHARD
Director
- 1000
27.18 USD
14 years ago
Dec 21, 2010
Sell 26.8 K USD
CRYSTAL RICHARD
Director
- 1000
26.85 USD
14 years ago
Dec 22, 2010
Sell 26.8 K USD
CRYSTAL RICHARD
Director
- 1000
26.85 USD
14 years ago
Oct 06, 2010
Sell 88 K USD
MCARTHUR KENNETH W
Director
- 3100
28.4 USD
14 years ago
Oct 06, 2010
Sell 49 K USD
MCARTHUR KENNETH W
Director
- 1749
28 USD
14 years ago
Oct 07, 2010
Sell 4.22 K USD
MCARTHUR KENNETH W
Director
- 151
27.92 USD
14 years ago
Sep 21, 2010
Sell 26.3 K USD
CRYSTAL RICHARD
Director
- 1000
26.3 USD
14 years ago
Sep 21, 2010
Sell 26.5 K USD
CRYSTAL RICHARD
Director
- 1000
26.48 USD
14 years ago
Aug 03, 2010
Sell 29.2 K USD
CRYSTAL RICHARD
Director
- 1000
29.23 USD
14 years ago
Aug 03, 2010
Sell 29.2 K USD
CRYSTAL RICHARD
Director
- 1000
29.234 USD
14 years ago
Aug 03, 2010
Sell 29.2 K USD
CRYSTAL RICHARD
Director
- 1000
29.245 USD
15 years ago
Dec 23, 2009
Sell 82.5 K USD
CRYSTAL RICHARD
Director
- 2500
33.0076 USD
15 years ago
Nov 18, 2009
Sell 29.7 K USD
CRYSTAL RICHARD
Director
- 1000
29.7 USD
15 years ago
Nov 19, 2009
Sell 30 K USD
CRYSTAL RICHARD
Director
- 1000
30 USD
15 years ago
Aug 11, 2009
Sell 28.2 K USD
CRYSTAL RICHARD
Director
- 1000
28.2 USD
15 years ago
Aug 11, 2009
Sell 14.1 K USD
CRYSTAL RICHARD
Director
- 500
28.21 USD
15 years ago
Aug 12, 2009
Sell 29 K USD
CRYSTAL RICHARD
Director
- 1000
29 USD
16 years ago
Sep 12, 2008
Bought 25.6 K USD
KEEHNER MICHAEL
Director
+ 1000
25.58 USD
16 years ago
Jun 27, 2008
Bought 28.4 K USD
EHRHARDT WILLIAM
Director
+ 1000
28.45 USD
16 years ago
Jun 26, 2008
Bought 27.8 K USD
McNAMARA DENNIS P
Assistant Secretary
+ 1000
27.75 USD
17 years ago
Mar 04, 2008
Sell 103 K USD
CRYSTAL RICHARD
Director
- 2300
44.85 USD
17 years ago
Aug 06, 2007
Sell 1.11 M USD
BITOUE JOHN L
Director
- 25000
44.5 USD
17 years ago
Aug 02, 2007
Sell 410 K USD
McNAMARA DENNIS P
Assistant Secretary
- 7500
54.7 USD
17 years ago
Aug 02, 2007
Sell 108 K USD
LOWENTHAL ALBERT G
Chairman & CEO
- 2000
54.17 USD
17 years ago
Aug 03, 2007
Sell 433 K USD
LOWENTHAL ALBERT G
Chairman & CEO
- 8000
54.13 USD
17 years ago
Jul 05, 2007
Sell 282 K USD
LOWENTHAL ALBERT G
CHAIRMAN AND CEO
- 5000
56.31 USD
17 years ago
May 31, 2007
Sell 89.2 K USD
LOWENTHAL ALBERT G
Chairman and CEO
- 2000
44.58 USD
17 years ago
May 30, 2007
Sell 102 K USD
ROBERTS ELAINE K
President and Treasurer
- 2424
42.05 USD
17 years ago
May 31, 2007
Sell 64.6 K USD
ROBERTS ELAINE K
President and Treasurer
- 1500
43.1 USD
17 years ago
May 31, 2007
Sell 88.1 K USD
ROBERTS ELAINE K
President and Treasurer
- 2000
44.04 USD
17 years ago
May 25, 2007
Sell 168 K USD
ROBERTS ELAINE K
President and Treasurer
- 4000
42.12 USD
17 years ago
May 29, 2007
Sell 87.3 K USD
ROBERTS ELAINE K
President and Treasurer
- 2076
42.05 USD
17 years ago
May 04, 2007
Sell 12.3 K USD
MCARTHUR KENNETH W
Director
- 300
41 USD
17 years ago
May 03, 2007
Sell 123 K USD
MCARTHUR KENNETH W
Director
- 3000
41 USD
18 years ago
Jan 09, 2007
Sell 167 K USD
BITOUE JOHN L
Director
- 5000
33.33 USD
18 years ago
Jan 10, 2007
Sell 660 K USD
BITOUE JOHN L
Director
- 20000
33.0177 USD
18 years ago
Jan 04, 2007
Sell 100 K USD
WINBERG BURTON
Director
- 3000
33.35 USD
18 years ago
Jan 04, 2007
Sell 66.9 K USD
WINBERG BURTON
Director
- 2000
33.45 USD
18 years ago
Jan 04, 2007
Sell 57 K USD
WINBERG BURTON
Director
- 1700
33.5 USD
18 years ago
Jan 05, 2007
Sell 464 K USD
WINBERG BURTON
Director
- 13900
33.35 USD
18 years ago
Dec 29, 2006
Sell 133 K USD
OUGHTRED A WINN
SECRETARY
- 4000
33.29 USD
18 years ago
Dec 29, 2006
Sell 267 K USD
OUGHTRED A WINN
SECRETARY
- 8000
33.4005 USD
18 years ago
Dec 29, 2006
Sell 133 K USD
OUGHTRED A WINN
SECRETARY
- 4000
33.29 USD
18 years ago
Dec 27, 2006
Sell 169 K USD
OUGHTRED A WINN
SECRETARY
- 5200
32.56 USD
18 years ago
Dec 28, 2006
Sell 327 K USD
OUGHTRED A WINN
SECRETARY
- 9800
33.37 USD
18 years ago
Dec 28, 2006
Sell 20 K USD
CRYSTAL RICHARD
Director
- 600
33.36 USD
18 years ago
Nov 17, 2006
Sell 33.6 K USD
CRYSTAL RICHARD
Director
- 1000
33.55 USD
18 years ago
Nov 02, 2006
Sell 33.3 K USD
CRYSTAL RICHARD
Director
- 1000
33.3 USD
18 years ago
Nov 03, 2006
Sell 32.9 K USD
CRYSTAL RICHARD
Director
- 1000
32.9 USD
18 years ago
Nov 03, 2006
Sell 32.9 K USD
CRYSTAL RICHARD
Director
- 1000
32.88 USD
18 years ago
Sep 01, 2006
Sell 381 K USD
BITOUE JOHN L
Director
- 12700
30.0295 USD
18 years ago
Aug 29, 2006
Sell 6.03 K USD
BITOUE JOHN L
Director
- 200
30.15 USD
18 years ago
Aug 24, 2006
Sell 60.7 K USD
BITOUE JOHN L
Director
- 2000
30.3575 USD
18 years ago
Aug 25, 2006
Sell 154 K USD
BITOUE JOHN L
Director
- 5100
30.1873 USD
18 years ago
Aug 28, 2006
Sell 150 K USD
BITOUE JOHN L
Director
- 5000
30.0914 USD
19 years ago
Jun 20, 2005
Bought 2.23 K USD
OUGHTRED A WINN
Secretary
+ 100
22.33 USD
19 years ago
Jun 20, 2005
Bought 22.5 K USD
OUGHTRED A WINN
Secretary
+ 1000
22.5 USD
19 years ago
Jun 16, 2005
Bought 4.47 K USD
OUGHTRED A WINN
Secretary
+ 200
22.34 USD
19 years ago
Apr 29, 2005
Bought 20.2 K USD
CRYSTAL RICHARD
Director
+ 1000
20.19 USD
21 years ago
Feb 27, 2004
Sell 33 K USD
ROBERTS ELAINE K
PRESIDENT & TREASURER
- 1000
33.02 USD
21 years ago
Mar 01, 2004
Sell 13.2 K USD
ROBERTS ELAINE K
PRESIDENT & TREASURER
- 400
33.1 USD
21 years ago
Mar 01, 2004
Sell 69.3 K USD
ROBERTS ELAINE K
PRESIDENT & TREASURER
- 2100
33 USD
21 years ago
Mar 02, 2004
Sell 6.6 K USD
ROBERTS ELAINE K
PRESIDENT & TREASURER
- 200
33 USD
21 years ago
Feb 11, 2004
Sell 10.1 K USD
ROBERTS ELAINE K
President & Treasurer
- 300
33.72 USD
21 years ago
Feb 11, 2004
Sell 10.1 K USD
ROBERTS ELAINE K
President & Treasurer
- 300
33.74 USD
21 years ago
Feb 11, 2004
Sell 37 K USD
ROBERTS ELAINE K
President & Treasurer
- 1100
33.65 USD
21 years ago
Feb 06, 2004
Sell 67.3 K USD
ROBERTS ELAINE K
President and Treasurer
- 2000
33.65 USD
21 years ago
Feb 09, 2004
Sell 6.76 K USD
ROBERTS ELAINE K
President and Treasurer
- 200
33.8 USD
21 years ago
Feb 09, 2004
Sell 10.1 K USD
ROBERTS ELAINE K
President and Treasurer
- 300
33.76 USD
21 years ago
Feb 09, 2004
Sell 23.6 K USD
ROBERTS ELAINE K
President and Treasurer
- 700
33.72 USD
21 years ago
Feb 03, 2004
Sell 162 K USD
ROBERTS ELAINE K
President & Treasurer
- 4800
33.65 USD
21 years ago
Nov 06, 2003
Sell 258 K USD
LOWENTHAL ALBERT G
CHAIRMAN AND CEO
- 7470
34.5 USD
23 years ago
Jun 26, 2001
Sell 27 K USD
LOWENTHAL ALBERT G
CHAIRMAN AND CEO
- 1000
27.05 USD
23 years ago
Aug 21, 2001
Sell 52.1 K USD
LOWENTHAL ALBERT G
CHAIRMAN AND CEO
- 2000
26.05 USD
21 years ago
Nov 06, 2003
Sell 69 K USD
LOWENTHAL ALBERT G
CHAIRMAN AND CEO
- 2000
34.5 USD
7. News
Oppenheimer's Rupesh Parikh on Walmart's Q4 results: There's really no blemish in this report Rupesh Parikh, Oppenheimer managing director and senior analyst, joins 'Squawk Box' to break down Walmart's quarterly earnings results. youtube.com - 1 week ago
HUB Cyber Security Resolves $16.6 Million in Legacy Liabilities through Strategic Settlements with Oppenheimer & Co. and Dominion Capital; Secures $13.5 Million Financing on Favorable Terms TEL AVIV, Israel, Feb. 20, 2025 (GLOBE NEWSWIRE) -- HUB Cyber Security Ltd. (NASDAQ: HUBC) (“HUB” or the “Company”), a global leader in confidential computing and advanced data fabric technology, has successfully executed important settlements with both Oppenheimer & Co. Inc. and Dominion Capital, eliminating $9.1 million in legacy liabilities. The Company has reduced a combined $16.6 million in claims to a final settlement amount of just $7.5 million, structured under highly favorable installment terms, significantly strengthening HUB's balance sheet and financial flexibility. globenewswire.com - 1 week ago
Aehr Test Systems to Participate in the 10th Annual Oppenheimer Emerging Growth Conference on February 26, 2025 FREMONT, CA / ACCESS Newswire / February 20, 2025 / Aehr Test Systems (NASDAQ:AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced it will participate in the Oppenheimer 10th Annual Emerging Growth Conference being held virtually February 25-26, 2025. Aehr Test CFO Chris Siu will be hosting virtual meetings with investors throughout the day on Wednesday, February 26th. accessnewswire.com - 1 week ago
Performant to Participate in the Upcoming Oppenheimer Emerging Growth Conference PLANTATION, Fla.--(BUSINESS WIRE)--Performant Healthcare, Inc. (Nasdaq: PHLT) (“Performant”), a leading provider of technology-enabled payment integrity, eligibility, and related analytics services, announced today that it will participate in the 10th Annual Oppenheimer Emerging Growth Conference on Wednesday, February 26th. Performant's Chief Financial Officer, Rohit Ramchandani, will participate in one-on-one meetings to discuss key topics, including the potential company's impact under the n. businesswire.com - 1 week ago
Oppenheimer's Colin Rusch on why he's neutral on Tesla Colin Rusch, Oppenheimer senior research analyst, joins 'Squawk Box' to discuss Tesla's stock performance, the company's autonomous ambitions, impact of Elon Musk's role in Washington, and more. youtube.com - 2 weeks ago
Achieve Life Sciences to Present at the Oppenheimer Healthcare Life Sciences Conference SEATTLE and VANCOUVER, British Columbia, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Achieve Life Sciences, Inc. (Nasdaq: ACHV), a late-stage specialty pharmaceutical company focused on the global development and commercialization of cytisinicline for smoking cessation and nicotine dependence, today announced that Rick Stewart, Chief Executive Officer of Achieve, will be presenting today at the virtual Oppenheimer 35th Annual Healthcare Life Sciences Conference on Tuesday, February 11, 2025, at 10:00 a.m. EST. globenewswire.com - 2 weeks ago
Alumis to Present at Oppenheimer 35th Annual Healthcare Life Sciences Conference SOUTH SAN FRANCISCO, Calif., Feb. 10, 2025 (GLOBE NEWSWIRE) -- Alumis Inc. (Nasdaq: ALMS), a clinical-stage biopharmaceutical company developing oral therapies using a precision approach to optimize clinical outcomes and significantly improve the lives of patients with immune-mediated diseases, today announced that Martin Babler, President and Chief Executive Officer of Alumis, will present at the virtual Oppenheimer 35th Annual Healthcare Life Sciences Conference on Tuesday, February 11, 2025 at 3:20 pm ET. globenewswire.com - 3 weeks ago
DiaMedica Therapeutics to Present at the Oppenheimer 35th Annual Healthcare Life Sciences Conference MINNEAPOLIS--(BUSINESS WIRE)--DiaMedica Therapeutics Inc. (Nasdaq: DMAC), a clinical-stage biopharmaceutical company focused on developing novel treatments for severe ischemic diseases, announced today that the Company's management will present at the Oppenheimer 35th Annual Healthcare Life Sciences Conference on February 12th, 2025 at 11:20am Eastern Time. Investors and attendees that would like to schedule a meeting with DiaMedica's management can contact their Oppenheimer representative to a. businesswire.com - 3 weeks ago
Annovis to Present at Oppenheimer's 35th Annual Healthcare Life Sciences Conference MALVERN, Pa., Feb. 07, 2025 (GLOBE NEWSWIRE) -- via IBN – Annovis Bio Inc. (NYSE: ANVS) ("Annovis" or the "Company"), a late-stage clinical drug platform company pioneering transformative therapies for neurodegenerative diseases such as Alzheimer's disease (AD) and Parkinson's disease (PD), today announced that its CEO, Maria Maccecchini, Ph.D., will present at the Oppenheimer's 35th Annual Healthcare Life Sciences Conference. globenewswire.com - 3 weeks ago
Fulcrum Therapeutics to Participate in the Oppenheimer 35th Annual Healthcare Life Sciences Conference CAMBRIDGE, Mass., Feb. 06, 2025 (GLOBE NEWSWIRE) -- Fulcrum Therapeutics, Inc.® (the “Company”) (Nasdaq: FULC), a clinical-stage biopharmaceutical company focused on developing small molecules to improve the lives of patients with genetically defined rare diseases, today announced that management will participate in a fireside chat at the virtual Oppenheimer 35th Annual Healthcare Life Sciences Conference on February 12, 2025 at 1:20 pm ET. globenewswire.com - 3 weeks ago
Oppenheimer: Solid Topline Performance And Multiple, But Comp Expense Caps Profit Growth Profits are scaling in the advisory and capital markets business thanks to a standout performance on a relatively immature and high growth platform. Latent earnings are considerable for capital markets thanks to added personnel and improving market conditions. AUM and trading activity drives the wealth management business, but appreciation in Oppenheimer shares and generally rising wages prevented profit growth. seekingalpha.com - 3 weeks ago
Y-mAbs to Present at the Oppenheimer 35ᵗʰ Annual Life Sciences Conference NEW YORK, Feb. 06, 2025 (GLOBE NEWSWIRE) -- Y-mAbs Therapeutics, Inc. (the “Company” or “Y-mAbs”) (Nasdaq: YMAB), a commercial-stage biopharmaceutical company focused on the development and commercialization of novel radioimmunotherapy and antibody-based therapeutic products for the treatment of cancer, today announced that Michael Rossi, President and Chief Executive Officer, will participate in a fireside chat at the Oppenheimer 35th Annual Life Sciences Conference on Tuesday, February 11, 2025 at 4:40 p.m. ET. globenewswire.com - 3 weeks ago
8. Profile Summary

Oppenheimer Holdings Inc. OPY

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COUNTRY US
INDUSTRY Financial - Capital Markets
MARKET CAP $ 682 M
Dividend Yield 0.35%
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.
Contact 85 Broad Street, New York, NY, 10004 https://www.oppenheimer.com
IPO Date Oct. 6, 1982
Employees 2951
Officers Mr. Manuel Rodriguez Head of the Latin America Investment Banking Group Mr. Rupert Sadler Managing Director in Technology Investment Banking Group Mr. Albert Grinsfelder Lowenthal Chairman & Chief Executive Officer Mr. Douglas Thornley Siegel MD & Chief Compliance Officer Mr. Robert Steven Lowenthal President, Senior Managing Director, Head of Oppenheimer & Co. Inc.'s Investment and Director Mr. Sean Minnihan Head of Financial Technology Investment Banking Mr. Brad Michael Watkins CPA Executive Vice President & Chief Financial Officer Mr. Bryan Edward McKigney President of Oppenheimer Asset Management Inc Mr. Peter J. Albano Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc. Mr. Dennis Patrick McNamara Esq. Executive Vice President, General Counsel & Secretary