Oppenheimer Holdings Inc - Company Profile
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Oppenheimer Holdings Inc (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. The company's main activities encompass a broad range of financial services, including retail securities brokerage, institutional sales and trading, investment banking, equity and fixed-income research, market-making, trust services, and investment advisory and asset management services. Oppenheimer offers a comprehensive array of financial services, including full-service brokerage, wealth planning, margin lending, and asset management. The company operates through its subsidiaries, including Oppenheimer & Co. Inc., Oppenheimer Asset Management Inc., Freedom Investments, Inc., Oppenheimer Trust Company, and OPY Credit Corp. Oppenheimer's services serve to high-net-worth individuals and families, corporate executives, and public and private businesses across various industries. The company's operations span across the US, the UK, Israel, Hong Kong, and other international 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
2,977
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*
$1.2B
Net Profit Margin (2024)
XYZ
81.2%
(2024 vs 2023)
* As of and is in US$
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 | 2,977 | 46,200 | 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 | President; Director; Chief Executive Officer | Executive Board | 2021 | 49 |
| Max Lami | Head - Investment Banking, EMEA; Chief Executive Officer | Senior Management | - | - |
| Brad Watkins | Executive Vice President; Chief Financial Officer | Senior Management | 2022 | - |
| Thomas Riordan | Senior Managing Director; Chief Information Officer | 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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