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. The company was founded in 1881 and is headquartered in New York, New York.
IPO Year:
Exchange: NYSE
Website: oppenheimer.com
5 - OPPENHEIMER HOLDINGS INC (0000791963) (Issuer)
5 - OPPENHEIMER HOLDINGS INC (0000791963) (Issuer)
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4 - OPPENHEIMER HOLDINGS INC (0000791963) (Issuer)
4 - OPPENHEIMER HOLDINGS INC (0000791963) (Issuer)
4 - OPPENHEIMER HOLDINGS INC (0000791963) (Issuer)
4 - OPPENHEIMER HOLDINGS INC (0000791963) (Issuer)
4 - OPPENHEIMER HOLDINGS INC (0000791963) (Issuer)
NEW YORK, March 25, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. — a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced today that Ranjot Singh has joined the Firm as a Managing Director in its Technology Investment Banking Group. He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking. "Ranjot's M&A expertise with large and highly technical transactions across the Technology sector is the perfect addition to our growing advisory practice," Graham said. "He has advised both public and private companies at the highest levels and will complement the deep industry expertise of our most
Oppenheimer Clients Can Now Invest in Gold, Silver, and Other Physical Precious Metals Through GBI's Integrated Platform NEW YORK, March 19, 2025 /PRNewswire/ -- GBI, the leading institutional platform for physical precious metals investments, today announced its strategic integration with Oppenheimer & Co. Inc., a leading investment bank and wealth management firm. Through this integration, Oppenheimer's clients will be able to diversify their portfolios by seamlessly investing in gold, silver, and other precious metals through GBI's cutting-edge GBI Platform, fully integrated into Oppenheimer's suite of wealth management services.
LONDON, March 12, 2025 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE:OPY) — announced today a significant expansion to its European investment banking team with the addition of three highly experienced senior investment bankers in London. They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business. The team includes Ernest Bell, Managing Director, European Head of Public M&A and Wealth Management; Giles Fitzpatrick, Vice Chairman and Managing Director of European Investment Banking; and Richard Clarke, Senior Advisor. They will be joined by
NEW YORK, March 10, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced a significant appointment within its Investment Banking management team. Gilbert Dychiao, Managing Director and Head of the Financial Institutions Group, will now also serve as Co-Head of Investment Banking. In this role, Dychiao will expand his managerial scope to include oversight of several investment banking industry verticals and product groups across the department. Dychiao will lead the division alongside Oppenheimer's President, Robert (Rob) Lowenthal, who has recently been appointed CEO of the firm
NEW YORK, Jan. 31, 2025 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $10.7 million or $1.04 basic earnings per share for the fourth quarter of 2024 compared with net income of $11.1 million or $1.07 basic earnings per share for the fourth quarter of 2023. Fourth quarter and full year 2024 results were significantly impacted by higher pre-tax compensation expenses for liability-based awards totaling $20.5 million and $32.6 million, respectively, attributable to an increase in OPY Class A share price. Revenue for the fourth quarter of 2024 was $375.4 million compared to revenue of $308.3 million for the fourth quarter of 2023, an in
Strategic Recruitments of Persio 'Tony' Perez, Michael Chatman and Bill Dolan as Managing Directors Builds on Growth Momentum of Fixed Income Team Senior-Level Hires Enhance Oppenheimer's Capabilities in Emerging Markets Sales, Trading and Research Solutions NEW YORK, Dec. 17, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced today the continued expansion of its Fixed Income Division with the addition of three new Managing Directors to the Emerging Markets Desk in New York. Joining the firm are Persio "Tony" Perez, EM Sales Manager; Michael Chatman, EM Sales; and Bill Dolan, EM
Wealth Management Veteran Brings Over 25 Years of Industry Experience Appointment Builds on Firm's Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas NEW YORK, Dec. 4, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank and wealth manager and a subsidiary of Oppenheimer Holdings (NYSE:OPY), today announced the appointment of Craig Schneider as Regional Director of its Michigan Region. Schneider will lead day-to-day operations for the firm's wealth management business in the state and report to Ed Harrington, Executive Vice President of Oppenheimer's Private Client Division. "We are delighted to welco
Top 10 U.S. broker-dealer will leverage Pontera's secure platform to manage workplace retirement accounts and help clients optimize their returns NEW YORK, Nov. 14, 2024 /PRNewswire/ -- Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, today announced a partnership with Oppenheimer & Co., Inc., a premier U.S. wealth management and investment banking firm. Pontera, a fintech on a mission to help Americans retire better, has partnered with Oppenheimer, a top 10 US brokerage.Oppenheimer, a
Event Gathered CPAs and Other Trusted Industry Professionals with Select Group of Oppenheimer Advisors, Investment Managers and Senior Leadership to Collaborate on Strategies to Deliver Enhanced Client Service PAG Referral and Partnership Program Model Enables Accounting Firms and Others to Access Oppenheimer's Wealth Management, Capital Markets, and Investment Banking Capabilities NEW YORK, Nov. 13, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading wealth management and investment banking firm, and subsidiary of Oppenheimer Holdings (NYSE:OPY) — today announced the completion of its 20th annual Professionals Alliance Group (PAG) Conference. The event, held November 12-1
NEW YORK, Oct. 25, 2024 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $24.5 million or $2.38 basic earnings per share for the third quarter of 2024, compared with net income of $13.9 million or $1.32 basic earnings per share for the third quarter of 2023. Revenue for the third quarter of 2024 was $373.4 million, an increase of 19.4%, compared to revenue of $312.7 million for the third quarter of 2023. Albert G. Lowenthal, Chairman and CEO commented, "The Firm delivered strong operating results for the quarter in a still-resilient economic environment. During the third quarter, all major indices reached new highs, mostly spurred b
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8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
10-Q - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
NEW YORK, Jan. 31, 2025 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $10.7 million or $1.04 basic earnings per share for the fourth quarter of 2024 compared with net income of $11.1 million or $1.07 basic earnings per share for the fourth quarter of 2023. Fourth quarter and full year 2024 results were significantly impacted by higher pre-tax compensation expenses for liability-based awards totaling $20.5 million and $32.6 million, respectively, attributable to an increase in OPY Class A share price. Revenue for the fourth quarter of 2024 was $375.4 million compared to revenue of $308.3 million for the fourth quarter of 2023, an in
NEW YORK, Oct. 25, 2024 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $24.5 million or $2.38 basic earnings per share for the third quarter of 2024, compared with net income of $13.9 million or $1.32 basic earnings per share for the third quarter of 2023. Revenue for the third quarter of 2024 was $373.4 million, an increase of 19.4%, compared to revenue of $312.7 million for the third quarter of 2023. Albert G. Lowenthal, Chairman and CEO commented, "The Firm delivered strong operating results for the quarter in a still-resilient economic environment. During the third quarter, all major indices reached new highs, mostly spurred b
NEW YORK, July 26, 2024 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $10.3 million or $0.99 basic earnings per share for the second quarter of 2024, compared with a net loss of $(9.4) million or $(0.85) basic earnings per share for the second quarter of 2023. Revenue for the second quarter of 2024 was $330.6 million, an increase of 8.0%, compared to revenue of $306.2 million for the second quarter of 2023. Albert G. Lowenthal, Chairman and CEO commented, "The Firm was profitable for the second quarter during a mostly favorable business environment. During the quarter, continued investor interest in artificial intelligence ("AI")
NEW YORK, April 26, 2024 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $26.1 million or $2.50 basic earnings per share for the first quarter of 2024, an increase of approximately 78.2%, compared with net income of $14.6 million or $1.32 basic earnings per share for the first quarter of 2023. Revenue for the first quarter of 2024 was $353.1 million, an increase of 9.8%, compared to revenue of $321.7 million for the first quarter of 2023. Albert G. Lowenthal, Chairman and CEO commented, "The Firm registered outstanding operating results for the first quarter of 2024, reflecting the solid performance of our investment banking franchi
NEW YORK, Jan. 26, 2024 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $11.1 million or $1.07 basic earnings per share for the fourth quarter of 2023 compared with net income of $22.4 million or $2.04 basic earnings per share for the fourth quarter of 2022. Adjusted net income(a) was $16.1 million or $1.56 basic earnings per share for the fourth quarter of 2023, after excluding $5.0 million of expense related to a regulatory settlement. Revenue for the fourth quarter of 2023 was $308.3 million compared to revenue of $313.6 million for the fourth quarter of 2022, a decrease of 1.7%. For the year ended December 31, 2023, the Company
NEW YORK, July 28, 2023 /PRNewswire/ -- Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported a net loss of $9.4 million or $(0.85) per share for the second quarter of 2023, compared with a net loss of $3.9 million or $(0.32) per share for the second quarter of 2022. Revenue for the second quarter of 2023 was $306.2 million, an increase of 29.1%, compared to revenue of $237.2 million for the second quarter of 2022. Albert G. Lowenthal, Chairman and CEO commented, "The growth in our total revenue highlighted the ability of our diversified business mix to successfully operate in a mixed but still growing economy. While our operating businesses performed quite well, the
NEW YORK, April 28, 2023 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $14.6 million or $1.32 basic earnings per share for the first quarter of 2023, an increase of approximately 57.3%, compared with net income of $9.3 million or $0.75 basic earnings per share for the first quarter of 2022. Revenue for the first quarter of 2023 was $321.7 million, an increase of 20.9%, compared to revenue of $266.0 million for the first quarter of 2022. Albert G. Lowenthal, Chairman and CEO commented, "The profitable results for the quarter reflect our ability to continue supporting and advising our clients and prudently managing our business in al
NEW YORK, Jan. 27, 2023 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $22.4 million or $2.04 basic earnings per share for the fourth quarter of 2022 compared with net income of $62.9 million or $4.99 basic earnings per share for the fourth quarter of 2021. Revenue for the fourth quarter of 2022 was $313.6 million compared to revenue of $365.1 million for the fourth quarter of 2021, a decrease of 14.1%. For the year ended December 31, 2022, the Company reported net income of $32.4 million or $2.77 basic earnings per share compared with net income of $159.0 million or $12.57 basic earnings per share for the year ended December 31, 20
NEW YORK, Oct. 28, 2022 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported net income of $4.5 million or $0.40 basic earnings per share for the third quarter of 2022, compared with net income of $26.3 million or $2.07 basic earnings per share for the third quarter of 2021. Revenue for the third quarter of 2022 was $294.1 million, a decrease of 6.7%, compared to revenue of $315.3 million for the third quarter of 2021. Albert G. Lowenthal, Chairman and CEO commented, "The results for the quarter were significantly impacted by an adverse arbitration decision, but we were able to deliver profitable results reflecting the diversity and general health of o
NEW YORK, July 29, 2022 /PRNewswire/ - Oppenheimer Holdings Inc. (NYSE:OPY) (the "Company" or "Firm") today reported a net loss of $3.9 million or $(0.32) basic earnings per share for the second quarter of 2022, compared with net income of $31.2 million or $2.46 basic earnings per share for the second quarter of 2021. Revenue for the second quarter of 2022 was $237.2 million, a decrease of 30.3%, compared to revenue of $340.3 million for the second quarter of 2021. Albert G. Lowenthal, Chairman and CEO commented, "Macroeconomic factors drove lower results for the second quarter. While the economy continued to grow and unemployment remained at a record low level, waning consumer confidence, d
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NEW YORK, March 25, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. — a leading investment bank, wealth manager and subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced today that Ranjot Singh has joined the Firm as a Managing Director in its Technology Investment Banking Group. He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking. "Ranjot's M&A expertise with large and highly technical transactions across the Technology sector is the perfect addition to our growing advisory practice," Graham said. "He has advised both public and private companies at the highest levels and will complement the deep industry expertise of our most
LONDON, March 12, 2025 /PRNewswire/ -- Oppenheimer Europe (Oppenheimer) — a subsidiary of Oppenheimer Holdings, the leading investment bank and wealth manager (NYSE:OPY) — announced today a significant expansion to its European investment banking team with the addition of three highly experienced senior investment bankers in London. They join the firm from boutique Hannam & Partners and will report to Max Lami, CEO of Oppenheimer European business. The team includes Ernest Bell, Managing Director, European Head of Public M&A and Wealth Management; Giles Fitzpatrick, Vice Chairman and Managing Director of European Investment Banking; and Richard Clarke, Senior Advisor. They will be joined by
NEW YORK, March 10, 2025 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced a significant appointment within its Investment Banking management team. Gilbert Dychiao, Managing Director and Head of the Financial Institutions Group, will now also serve as Co-Head of Investment Banking. In this role, Dychiao will expand his managerial scope to include oversight of several investment banking industry verticals and product groups across the department. Dychiao will lead the division alongside Oppenheimer's President, Robert (Rob) Lowenthal, who has recently been appointed CEO of the firm
Wealth Management Veteran Brings Over 25 Years of Industry Experience Appointment Builds on Firm's Momentum Created by Recent Appointments to Strengthen its Presence in Virginia, Georgia, Tennessee and Texas NEW YORK, Dec. 4, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer), a leading investment bank and wealth manager and a subsidiary of Oppenheimer Holdings (NYSE:OPY), today announced the appointment of Craig Schneider as Regional Director of its Michigan Region. Schneider will lead day-to-day operations for the firm's wealth management business in the state and report to Ed Harrington, Executive Vice President of Oppenheimer's Private Client Division. "We are delighted to welco
NEW YORK, Oct. 15, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced today that Christian Baetz joined the firm as a Managing Director in the firm's Consumer Investment Banking Group. He will be based out of Oppenheimer's New York office and report to Michael Cella, Managing Director and Group Head of U.S. Consumer Investment Banking. His focus will be on partnering with growth-oriented companies in Consumer Services and Retail. "We are thrilled to welcome Christian to the team," Cella said. "He brings a strong background in middle market M&A, having worked with many growth-or
Longtime financial services veteran assumes role after serving in similar position for 17 years NEW YORK, Sept. 10, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer") – a leading wealth manager, investment bank, and a subsidiary of Oppenheimer Holdings (NYSE:OPY) – today announced that Aaron Stowell has been named Branch Manager of its Atlanta office, where he will lead the day-to-day operations of the firm's wealth management business in the city. Stowell, who was also named a Managing Director, joined Oppenheimer from Morgan Stanley, where he held a similar position. He succeeds Todd Wiggins, who Oppenheimer has tapped to lead the firm's Dallas-Fort Worth Region. "Aaron is the pe
Former J.P. Morgan Securities Veteran to Lead Firm's Richmond and Virginia Beach Offices NEW YORK, Sept. 3, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer") – a leading wealth manager, investment bank, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced the appointment of Mark J. Hovanic as Executive Director and Branch Manager. In this role, he will lead the day-to-day operations of Oppenheimer's Private Client Division offices in Richmond, Va., and Virginia Beach, Va. A 25-year wealth management industry veteran, Hovanic joins Oppenheimer from J.P. Morgan Securities. "I'm excited to welcome Mark to our expanding team at Oppenheimer," said Ed Harrington, Execu
Expanding the Depth and Breadth of Oppenheimer's Biotech Equity Research NEW YORK, July 11, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced today the appointment of Andreas Argyrides as Executive Director and Senior Analyst covering the Biotechnology sector. "We are thrilled to have Andreas join our biotech research team as we expand the depth and breadth of our industry expertise," said John Hellier, Senior Managing Director, Head of Equities for Oppenheimer. "He is well positioned to add value to Oppenheimer clients, given his wide and varied experiences across the heal
Kumar Brings Extensive Financial Services Experience to Lead a Four-Person Team that Reflects Oppenheimer Research's Commitment to FinTech and Payments NEW YORK, July 9, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced today the appointment of Rayna Kumar as Managing Director and Senior Analyst covering the Financial Technology sector. She will lead a four-person team from Oppenheimer's New York office. "We are thrilled to welcome Rayna to the firm and look forward to her team's expert coverage of Fintech and Payments," said John Hellier, Senior Managing Director, Head of Eq
Bhatia's Addition Exemplifies Continued Deployment of Resources Towards Building a Leading Life Sciences Practice NEW YORK, June 24, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE:OPY) — announced today that Kunal Bhatia joined as a Managing Director in the firm's Healthcare Investment Banking Group. He will be based in New York and report to Michael Margolis, R.Ph, Oppenheimer's Co-Head of Healthcare and Head of Healthcare Life Sciences Investment Banking. "We are thrilled to welcome Kunal to the team," Margolis said. "His unique combination of skills and industry contacts will be of grea