Oppenheimer Holdings Inc. (NYSE: OPY) is a financial services holding company that operates primarily through Oppenheimer & Co. Inc. The company provides wealth management, investment banking, capital markets, institutional sales and trading, equity and fixed-income research, and asset management services.
Its wealth management business serves individuals, families, businesses, trusts, and institutions with brokerage, financial planning, portfolio management, and related advisory services. Through its capital markets and investment banking operations, Oppenheimer offers services such as public and private financings, mergers and acquisitions advice, municipal finance, securities underwriting, and institutional securities trading.
Oppenheimer traces its roots to 1881 and is headquartered in New York City. The firm serves clients through offices primarily located across the United States, with additional capabilities supporting international clients and transactions. Albert G. Lowenthal serves as chairman and chief executive officer.
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