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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
8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
8-K - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
10-Q - OPPENHEIMER HOLDINGS INC (0000791963) (Filer)
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
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
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SC 13G/A - OPPENHEIMER HOLDINGS INC (0000791963) (Subject)
SC 13G - OPPENHEIMER HOLDINGS INC (0000791963) (Subject)