Oppenheimer Holdings, Inc.

Oppenheimer Holdings, Inc.

Oppenheimer Holdings, Inc.

Date Founded




Type of Company


Employees (Worldwide)



Investment Banking & Brokerage
Investment Services & Portfolio Management

Company Description

Oppenheimer Holdings Inc., through its Operating Subsidiaries, is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the securities industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), research, market-making, trust services and investment advisory and asset management services. The Company owns, directly or through subsidiaries, Oppenheimer & Co. Inc. ("Oppenheimer"), a New York-based securities broker-dealer, Oppenheimer Asset Management Inc. ("OAM"), a New York-based investment advisor, Freedom Investments, Inc. ("Freedom"), a discount securities broker-dealer based in New Jersey with a representative office located in Beijing, China, Oppenheimer Trust Company ("Oppenheimer Trust"), a Delaware limited purpose bank, OPY Credit Corp., a New York corporation, organized to trade and clear syndicated corporate loans, and Oppenheimer Multifamily Housing & Healthcare Finance, Inc. ("OMHHF"), a Federal Housing Administration ("FHA")-approved mortgage company based in Pennsylvania. The Company’s international businesses are carried on through Oppenheimer Europe Ltd. (United Kingdom), Oppenheimer Investments Asia Limited (Hong Kong), and Oppenheimer Israel (OPCO) Ltd. (Israel). Oppenheimer Holdings Inc. was originally incorporated under the laws of British Columbia. Pursuant to its Certificate and Articles of Incorporation, effective on May 11, 2005, the Company’s legal existence was continued under the Canada Business Corporations Act. Effective May 11, 2009, the Company changed its jurisdiction of incorporation from the federal jurisdiction of Canada to the State of Delaware in the United States with the approval of its shareholders.

Contact Data
Trying to get in touch with decision makers at Oppenheimer Holdings, Inc.? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Chief Executive Officer

Corporate Secretary

Managing Director, Global Technology, Media & Communications Investment Banking


Board of Directors

Chief Executive Officer at Oppenheimer & Co., Inc.

Founder at Entitle Direct Group, Inc.

Managing Partner at RLR Strategic Partners LLC

Former Senior Audit Partner at Deloitte & Touche LLP

Former Senior Managing Director & Chief Operating Officer at Guggenheim Securities LLC

Managing Partner at Behrens Investment Group

Former President, Treasurer & Principal Financial & Accounting Officer at Oppenheimer & Co., Inc.

Principal at Financial Risk Group, Inc.

Paths to Oppenheimer Holdings, Inc.
Potential Connections via
Relationship Science
Oppenheimer Holdings, Inc.
Owners & Shareholders
Details Hidden

Greenwich Wealth Management is a SEC Registered Investment Advisor located in Greenwich, Connecticut. As a privately owned boutique we create innovative and personalized solutions for each client without the need to promote internal products. Our clients benefit from our dedication to personal attention, custom-tailored investment strategies and state of the art global electronic trading technology. Greenwich Wealth Management also maintains numerous relationships with many large banks, brokers and investment professionals throughout the world, affording access to many sophisticated investment products and opportunities. Greenwich Wealth Management’s investment advisory services are offered to high net worth individuals, families, trusts, estates and charitable organizations for a fixed fee or as a percentage of assets under management.

Details Hidden

JB Capital Partners’ primary method of analysis is fundamental and cash-flow analysis using valuation techniques based on a set of internal criteria and independent research which identifies undervalued companies or securities in relation to their market price.

Details Hidden

GFC buys and sells the stocks of companies that are organized in or conduct a significant portion of their business in a particular equity market or markets, such as the US, non-US developed markets, emerging markets, or so-called “frontier” markets. They generally buy and sell securities on the principal stock exchange or over-the counter market of the country in which the principal offices of the security’s issuer are located. The firm developed a systematic stock evaluation method, implemented through a proprietary technology platform. These tools, including a proprietary model and certain third-party models, analyze stocks and assist in their selection for investment or sale based on numerous criteria, including rate and stability of growth in earnings per share and cash-flow, relative company valuations, relative price strength, economic profitability, and earnings per share estimates.

Recent Transactions
Details Hidden

Oppenheimer Holdings, Inc., Oppenheimer & Co., Inc. purchase Brandis Tallman LLC

Details Hidden

Jefferson Partners Management Corp., The Tokarz Group Advisers LLC, FOLIOfn, Inc. purchase BUYandHOLD Securities Corp. from Oppenheimer Holdings, Inc.

Details Hidden

Oppenheimer Holdings, Inc. purchases Canadian Imperial Bk of Commce /Private Client & Asset Mgmt from Canadian Imperial Bank of Commerce

Insider Transactions
Details Hidden
Details Hidden
Transaction Advisors

Advised onOppenheimer Holdings, Inc. purchases Canadian Imperial Bk of Commce /Private Client & Asset Mgmt from Canadian Imperial Bank of Commerce

Legal Advisor

Advised onOppenheimer Holdings, Inc. purchases Canadian Imperial Bk of Commce /Private Client & Asset Mgmt from Canadian Imperial Bank of Commerce

Investment Advisor

Advised onOppenheimer Holdings, Inc. purchases Canadian Imperial Bk of Commce /Private Client & Asset Mgmt from Canadian Imperial Bank of Commerce

Advisors & Consultants

Partner at Deloitte & Touche LLP

Legal Advisor

Partner at White & Case LLP

Legal Advisor

Partner at Borden Ladner Gervais LLP

Key Stats and Financials As of 2020
Market Capitalization
Total Enterprise Value
Earnings Per Share
Net Profit
Total Equity
Enterprise Value / Sales
TEVNet Income
Debt TEV
Total Debt
Enterprise Value EBITDAOperating
Three Year Compounded Annual Growth Rate Of Revenue
Non-Profit Donations & Grants
$5,000 - $10K
$5,000 - $10K
$5,000 - $10K
Details Hidden
Callidus Software, Inc. Market & Policy Research | Dublin, CA

Callidus Software, Inc. provides cloud-based sales, marketing, learning and customer experience solutions. It offers a suite of Software-as-a-Service solutions that identifies leads, trains personnel, implements territory and quota plans, enables sales forces, automates configuration pricing and quoting, manages contracts, streamlines sales compensation, captures customer feedback, and provides predictive analytics for competitive advantage. The firm’s products include sales performance management, sales automation, execution and customer engagement. The company was founded in 1996 and is headquartered in Dublin, CA.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Oppenheimer Holdings, Inc.. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Oppenheimer Holdings, Inc.'s profile does not indicate a business or promotional relationship of any kind between RelSci and Oppenheimer Holdings, Inc..