Today, we announce a significant milestone in Oppenheimer’s storied history. Albert G. ‘Bud’ Lowenthal, Chairman and Chief Executive Officer will transition to Executive Chairman and step down as CEO of the Company. He will be succeeded by Robert Lowenthal, currently serving as President and Head of Investment Banking, who will become CEO and President, effective May 5, 2025. Bud Lowenthal has been leading Oppenheimer and its predecessors for 40 years and has spent 60 years in the financial services industry. Under Bud’s leadership, we have grown, innovated, and built a culture that values excellence, integrity, and collaboration. His vision has shaped who we are today, and we are deeply grateful to Bud for his outstanding leadership, dedication, and countless contributions to our organization. Robert Lowenthal has been a driving force at the Company for over 25 years, serving in diverse leadership roles that span revenue generation, infrastructure development, and corporate governance. He has led growth initiatives alongside business leaders, strategically aligning capital investments to drive operational efficiency, digital transformation, process improvement, and the strengthening of brand and culture. This succession represents a powerful bridge between our esteemed legacy and an ambitious future, honoring our past while actively shaping what lies ahead. With a blend of familiar leadership and innovative perspectives, we are energized and ready to embrace the opportunities before us as we continue our unwavering commitment to serving our clients and communities. For more details, read the official announcement here: https://lnkd.in/eNBNZM8A #ThePowerofOppenheimerThinking
Oppenheimer & Co. Inc.
Financial Services
New York, NY 65,915 followers
Oppenheimer provides a full range of wealth management, securities brokerage, and investment banking services.
About us
Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
- Website
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http://www.oppenheimer.com
External link for Oppenheimer & Co. Inc.
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- New York, NY
- Type
- Public Company
- Founded
- 1881
- Specialties
- Wealth Management, Debt and Equity Capital Markets, Mergers & Acquisitions, Retirement Services, Asset Management, Investment Banking, and Equity Research
Locations
Employees at Oppenheimer & Co. Inc.
Updates
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Oppenheimer's NYC headquarters teamed up with the New York Blood Center this February to host a successful blood drive in support of American Heart Month. Thanks to the generosity of our employees, over 55 pints of blood were donated, which will help save 165 lives! Learn more about this lifesaving effort here: https://lnkd.in/egZqNW5Q
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We are pleased to have acted as Placement Agent on Helix Acquisition Corp. II’s $260MM Private Placement Financing in connection to the Business Combination with BridgeBio Oncology Therapeutics (BBOT) https://lnkd.in/e3t4YKc7
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We are proud to announce a new preferred provider relationship with WSFS Bank. With $20.8 billion in assets, WSFS Bank is a trusted leader in financial services, bringing deep expertise and a strong presence in the Greater Philadelphia and Delaware region. We’re thrilled to collaborate and drive innovation together! Learn more about this exciting partnership: https://lnkd.in/etdyEZnd #ThePowerofOppenheimerThinking
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Oppenheimer’s Specialty Finance Investment Banking Team recently advised on a $50,000,000 senior secured revolving warehouse line of credit for a revenue-based finance company, which was placed with a private credit investor. The facility represents the Company’s first institutional capital and will primarily be used to fund portfolio growth. If you are interested in learning more about Oppenheimer’s capabilities and exploring your capital raising or strategic business needs, please reach out to the deal team: Cliff Booth, JD Nelson, Adam Markiewicz Click here to learn more about Oppenheimer's specialty finance team: https://lnkd.in/efjRUGai
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The Oppenheimer Consumer Investment Banking Team is heading to Expo West 2025 from March 4-7 in Anaheim! We’re excited to connect with emerging brands, industry leaders, and innovators shaping the future of consumer products. Whether you're exploring growth opportunities, seeking strategic insights, or looking for the right partner to help take your brand to the next level, let’s talk! 📩 Book a meeting with us: [email protected] #ThePowerofOppenheimerThinking #ExpoWest2025 Natural Products Expo
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AI is constantly evolving, so is DeepSeek a true game-changer? In this episode, we break down its place in the AI timeline and why speed is the most important secret ingredient. Jane Ross hosts a powerhouse panel from Oppenheimer to break it all down. 🎧 Listen now: https://lnkd.in/ekD8SzNB #ThePowerofOppenheimerThinking
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We are pleased to have acted as Exclusive Financial Advisor to Nurami Medical Ltd. on its $30 million financing https://lnkd.in/et588ahF
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