Oppenheimer Holdings is an investment bank and full-service investment firm offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide.

Finance

Oppenheimer Holdings

Oppenheimer Holdings' headquarters in New York, NY, United States

Robert Lowenthal

Max Lami

This department is responsible for managing and overseeing investment strategies and client portfolios.

Investments Division

This department oversees strategic direction and operational management across various divisions.

Leadership and Management

This department focuses on guiding and developing executive-level leadership pathways and strategic initiatives within the organization.

Leadership Development

The Operations and Compliance team at Oppenheimer Holdings ensures the efficient functioning of operational processes while maintaining adherence to regulatory standards. They oversee client service operations, manage Know Your Customer (KYC) protocols, and implement anti-money laundering (AML) measures to safeguard the firm’s integrity. By fostering compliance and operational excellence, the team plays a vital role in supporting the company's investment services and enhancing client trust.

Operations and Compliance

The Investment Banking Analysts at Oppenheimer Holdings are responsible for conducting financial analysis, preparing pitch materials, and assisting in the execution of client transactions such as mergers and acquisitions, public offerings, and private placements. They work closely with other team members to perform due diligence, build financial models, and support senior bankers in delivering high-quality advisory services to clients in various industries.

Investment Banking Analysts

This department provides expert guidance on financial planning and investment strategies to help clients achieve their financial goals.

Oppenheimer Holdings

Org chart

Teams

Investments Division

Leadership and Management

Leadership Development

Operations and Compliance

Investment Banking Analysts

Financial Advisory

Offices

Oppenheimer Holdings

Org chart

Teams

Investments Division

Leadership and Management

Leadership Development

Operations and Compliance

Investment Banking Analysts

Financial Advisory

Offices

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