November 20, 2014 6:36 PM ET

Capital Markets

Company Overview of Oppenheimer & Co. Inc.

Company Overview

Oppenheimer & Co. Inc. offers investment banking, mutual fund advisory, securities research, and asset management services. The company's services include order execution, securities clearing, institutional equity sales and trading, and customer accounting. It deals in stocks, bonds, options and commodities and provides research analysis, investment advice, and support services. Oppenheimer & Co. Inc. was founded in 1950 and is based in New York, New York. Oppenheimer & Co. Inc. operates as a subsidiary of Oppenheimer Holdings Inc.

85 Broad Street

New York, NY 10004

United States

Founded in 1950





Key Executives for Oppenheimer & Co. Inc.

Chief Financial Officer and Executive Vice President
Age: 44
Chief Executive Officer of Oppenheimer Investments Asia and President of Oppenheimer Investments Asia
Managing Director of Investments and Area Manager
Senior Managing Director and Regional Manager
Compensation as of Fiscal Year 2014.

Oppenheimer & Co. Inc. Key Developments

Oppenheimer & Co. Inc. Presents at Oppenheimer 17th Annual Technology, Internet & Communications Conference, Aug-13-2014 10:25 AM

Oppenheimer & Co. Inc. Presents at Oppenheimer 17th Annual Technology, Internet & Communications Conference, Aug-13-2014 10:25 AM. Venue: Four Seasons Hotel, 200 Boylston Street, Boston, MA 02116, United States. Speakers: Shaul Eyal, Managing Director.

Oppenheimer & Co. Lucila Broide as Director and Head of Latin American Sovereign Credit Research

Oppenheimer & Co. announced that Lucila Broide has joined the Firm as a Director and Head of Latin American Sovereign Credit Research. Lucila, who has 15 years of experience covering Latin American Sovereign credits, will provide insight and analysis on global sovereign credits, with a particular focus on the Caribbean and Central America. She will help expand Oppenheimer's already-substantial presence in Emerging Market Trading and Sales, as well as provide support for their Sovereign Debt underwriting activities. Lucila will work at 85 Broad Street, where she will report to Hoai Ngo and Colleen Burns, Oppenheimer's co-heads of Fixed Income research. Lucila joins Oppenheimer from Fitch Ratings, where she served as Sovereign Analyst - Director in its Americas Sovereign Group. Prior to her time at Fitch, she worked at Merrill Lynch - Bank of America as a Vice President and Strategist for the company's Global Emerging Markets Equity Strategy and Latin American Economics & Fixed Income Strategies.

Jeffrey A. Lipton Joins Oppenheimer as Managing Director, Head of Municipal Bond Research

Oppenheimer & Co. Inc. announced that Jeffrey A. Lipton has joined Oppenheimer as a Managing Director -- Municipal Bond Research. With almost 30 years of experience in the financial services industry, Jeff will spearhead Oppenheimer's ongoing efforts to assess the strategic implications of federal and state governmental policy on the municipal securities market and provide insights with respect to portfolio construction, relative value and credit exposure. He will work in Oppenheimer's headquarters at 85 Broad Street and will report to Robert S. Lowenthal, Senior Managing Director -- Global Head of Fixed Income. Before joining Oppenheimer, Jeff worked at MetLife as Director, Senior Municipal Credit Analyst as one of three senior analysts responsible for all credit approvals made in connection with the firm's $13 billion municipal portfolios.

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