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.
金融服务
New York，NY 66,203 位关注者
Oppenheimer provides a full range of wealth management, securities brokerage, and investment banking services.
关于我们
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.
- 网站
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https://www.oppenheimer.com
Oppenheimer & Co. Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- New York，NY
- 类型
- 上市公司
- 创立
- 1881
- 领域
- Wealth Management、Debt and Equity Capital Markets、Mergers & Acquisitions、Retirement Services、Asset Management、Investment Banking和Equity Research
地点
Oppenheimer & Co. Inc.员工
动态
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Oppenheimer is expanding its European Investment Banking platform with the addition of Ernest Bell, Giles Fitzpatrick, Richard Clarke, and Lucia Sviatkova to our London team. With deep expertise in Wealth Management M&A and UK Public M&A, this team strengthens our Financial Institutions Group and European Investment Banking platform, ensuring top-tier advisory for our clients. We are very excited to have them on board – welcome to Oppenheimer! ?? https://lnkd.in/e2cNzEKs #ThePowerofOppenheimerThinking?
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We are proud to announce that Gilbert Dychiao has been appointed Co-Head of Investment Banking. In this expanded leadership role, Gilbert will work alongside Robert Lowenthal to oversee our investment banking division, driving strategy and execution across industry verticals and product groups. Since joining Oppenheimer in 2018, Gilbert has played a key role in the success of our Financial Institutions Group, leading record-breaking transactions and delivering exceptional service to our clients. We are confident that under Gilbert’s leadership, our investment banking platform will continue to grow and thrive. Join us in congratulating Gilbert! Read more: https://lnkd.in/eCJKJ-wV #ThePowerofOppenheimerThinking #InvestmentBanking #Leadership
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Oppenheimer’s Private Market Opportunities is pleased to announce it has partnered with Epirus, a leading counter-UAS and critical asset protection platform, through its oversubscribed $250M Series D round. ? Epirus is advancing modern warfare with its innovative approach to short-range air defense. Their flagship technology platform, Leonidas?, is a scalable, solid-state, high-energy, high-power microwave (HPM) technology for counter-electronics applications that has been proven effective in Department of Defense testing against drone swarms, naval vessels and other sophisticated electronic threats.? ? Oppenheimer’s Private Market Opportunities platform connects clients with private investments across a range of sectors. Since its launch in 2017, it has facilitated investments in early and late-stage companies, direct and co-investments, funds, and secondary market transactions spanning equity, debt and hybrid securities. 2025 Oppenheimer & Co. Inc. Transacts Business on all Principal Exchanges and Member SIPC 7712481.1
BREAKING: Today we're announcing a $250 million Series D fundraise to hyperscale Leonidas? production capability for critical asset protection. ? We have arrived at a new era in warfare. Today’s battlefields are littered with thousands of low-cost, highly networked and highly distributed threats, capable of overwhelming traditional defenses through sheer volume and agility. ? To keep pace, we must move from a "1 to 1" engagement mindset to "1 to many.”? ? That's why Epirus built Leonidas?—a solid-state, software-defined, high-energy, high-power microwave technology that delivers unmatched counter-electronics capabilities. Tested and proven as a scalable counter-swarm solution, Leonidas? features an open architecture, unlimited magazine and demonstrated non-kinetic effects against a range of electronic threats. ? The investment will enable Epirus to grow and acquire the best talent, improve supply chain resiliency, upgrade internal systems and processes, expand into international and commercial markets and increase our innovation and manufacturing footprint in the U.S.? ? The future of defense is here—and we’re building it at scale.
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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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