Oppenheimer Asset Management, Inc.

Oppenheimer Asset Management, Inc.

Oppenheimer Asset Management, Inc.

Date Founded



85 Broad Street,New York, NY 10004-2434

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

OAM uses a third party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. To analyze a potential investment strategy within the context of a larger portfolio for diversification and correlation to the existing strategies, they use a proprietary analytic tool. OAM uses historical performance analysis and analyzes holdings and return data. They also analyze investment styles in up and down market cycles and in various credit cycles.

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Executives & Employees

Chairman & Chief Executive Officer

President & Director

Executive Director, Overlay Portfolio Management

Chief Financial Officer

Chief Operations Officer

Global Compliance Officer

Chief Legal Officer

MD & Head of Alternative Investments

Director, Overlay Portfolio Management

Director of Investments

Board of Directors

Chief Executive Officer at Oppenheimer & Co., Inc.

Senior Managing Director & Head of US Investment Banking at Oppenheimer & Co., Inc.

Executive Vice President & General Counsel at Oppenheimer & Co., Inc.

President & Director at Oppenheimer Asset Management, Inc.

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Recent Transactions
Details Hidden

Canadian Imperial Bank of Commerce, CIBC Wood Gundy Securities Corp. purchase Oppenheimer Asset Management, Inc.

Transaction Advisors
Investment Advisor

Advised onCanadian Imperial Bank of Commerce, CIBC Wood Gundy Securities Corp. purchase Oppenheimer Asset Management, Inc.

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