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Oppenheimer Holdings specializes in wealth management, asset management, trust, and investment banking services for institutional and wealthy individual clients. (Private-client services -- about $62 billion in assets under management -- make up the bulk of sales.) Offerings include brokerage, annuities, and estate planning. The company's asset management group -- about $17 billion in assets under management -- covers the bases from research to alternative investments. Its capital markets unit provides equities and debt market products and services. The formerly Toronto-based Canadian company rechartered as a US company in 2009, moving its headquarters to New York.
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Address: |
125 Broad St.
New York, NY 10004
| | Phone: | 212-668-8000 | | Fax: | 212-943-8728 |
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| Financial
Highlights | | Fiscal Year End: | December | | Revenue (2008): | 881.10 M | | Revenue Growth (1 yr): | (-3.60%) | | Employees (2008): | 3,399 | | Employee Growth (1 yr): | 16.10% |
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Key People
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Chairman and CEO:
Albert G. Lowenthal
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President, Treasurer, and Director:
Elaine K. Roberts
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EVP Operations:
Robert Okin
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