Oppenheimer Holdings Inc - Company Profile
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Oppenheimer Holdings Inc (Oppenheimer) is a financial services holding company. Its businesses provide wealth management, investment banking, capital markets, asset management, public finance, and related fiduciary services. The company’s major services include financial planning, retirement planning, investment management, trust services, equity and debt financing, mergers and acquisitions advisory, securities trading, research, and municipal finance. Its customers include individuals, families, corporate executives, businesses, municipalities, government agencies, educational institutions, nonprofit organizations, foundations, endowments, pension plans, and institutional investors. The company distributes services through financial professionals, branch offices, institutional sales teams, investment banking professionals, and retail and institutional securities networks. Oppenheimer operates across the US, Europe, Asia, and Israel, serving retail, corporate, public-sector, and institutional markets. Oppenheimer is headquartered in New York, the US.
Headquarters
United States of America
Address
85 Broad Street, 22nd Floor, New York, 10004
Website
www.oppenheimer.com
Telephone
1 212 6688255
No of Employees
3,062
Industry
Financial Services
Ticker Symbol & Exchange
OPY (NYSE)
Revenue (2024)
$1.6B
14.4%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
107.4%
(2024 vs 2023)
Market Cap*
$1.1B
Net Profit Margin (2024)
XYZ
81.2%
(2024 vs 2023)
* As of and is in US$
Oppenheimer Holdings Inc premium industry data and analytics
Products and Services
| Services |
|---|
| Private Client: |
| Brokerage Services |
| Insurance |
| XYZ |
| XYZ |
| XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2025 | New Products/Services | In September, Oppenheimer & Co. Inc. expanded its custody and prime services platform. |
| 2024 | Corporate Changes/Expansions | In September, Oppenheimer & Co. Inc. opened a new office in Memphis, Tennessee. |
| 2016 | Spin-off | The company closed the sale of OMHHF’s permanent loan mortgage servicing portfolio to Walker & Dunlop, Inc., a commercial real estate lender in the US, for approximately US$45 million. |
Competitor Comparison
| Key Parameters | Oppenheimer Holdings Inc | The Goldman Sachs Group Inc | Raymond James Financial Inc | Stifel Financial Corp | Evercore Inc |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | United States of America |
| City | New York | New York | St. Petersburg | St. Louis | New York |
| State/Province | New York | New York | Florida | Missouri | New York |
| No. of Employees | 3,062 | 47,500 | 19,500 | 9,000 | 2,570 |
| Entity Type | Public | Public | Public | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Albert G. Lowenthal | Chairman | Executive Board | 1985 | 80 |
| Robert S. Lowenthal | Chief Executive Officer; Director; President | Executive Board | 2021 | 49 |
| Max Lami | Chief Executive Officer; Head - Investment Banking, EMEA | Senior Management | - | - |
| Brad Watkins | Chief Financial Officer; Executive Vice President | Senior Management | 2022 | - |
| Thomas Riordan | Chief Information Officer; Senior Managing Director | Senior Management | 2008 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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