
About Oppenheimer
Oppenheimer (NYSE:OPY) is a full-service brokerage and investment bank offering a wide range of financial services including wealth management, asset management, capital markets services, and investment banking. With a strong focus on providing tailored financial solutions, Oppenheimer aims to meet the unique needs of individuals, families, corporate executives, and businesses worldwide. The company embarks on projects that expand its investment platforms, enhance technology for client services, and pursue strategic acquisitions to broaden its service offerings. Oppenheimer's key objective revolves around delivering exceptional advice and building long-term relationships with its clients, ensuring that they navigate the complexities of the financial markets with confidence and success.
Snapshot
Operations
Products and/or services of Oppenheimer
- Wealth Management services offering personalized financial planning and investment strategies.
- Investment Banking with a focus on mergers, acquisitions, and capital markets advisory.
- Equity Research providing insights and analyses on various sectors and companies.
- Fixed Income services including sales, trading, and research for a variety of debt instruments.
- Asset Management for institutional and high-net-worth clients across diverse asset classes.
- Retail Brokerage services offering trading execution, brokerage, and investment advice.
Oppenheimer executive team
- Mr. Albert Grinsfelder LowenthalExecutive Chairman
- Mr. Robert Steven LowenthalCEO, President & Director
- Mr. Brad Michael Watkins CPAExecutive VP & CFO
- Mr. Bryan Edward McKigneyPresident of Oppenheimer Asset Management Inc
- Mr. Peter J. AlbanoSenior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc.
- Mr. Dennis Patrick McNamara Esq.Executive VP, General Counsel & Secretary
- Mr. Douglas Thornley SiegelMD & Chief Compliance Officer
- Mr. Manuel RodriguezHead of the Latin America Investment Banking Group
- Mr. Rupert SadlerManaging Director in Technology Investment Banking Group
- Mr. Sean MinnihanHead of Financial Technology Investment Banking