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September 01, 2015 4:14 AM 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. The company 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: 45
Chief Executive Officer of Oppenheimer Investments Asia and President of Oppenheimer Investments Asia
Managing Director of Investments and Area Manager
Head of Technology and Co-Head of Investment Banking
Compensation as of Fiscal Year 2015.

Oppenheimer & Co. Inc. Key Developments

John Tonelli Joins Oppenheimer & Co. Inc. as New Head Of Debt Capital Markets And Syndication

Oppenheimer & Co. Inc. announced that John Tonelli has joined the firm as Managing Director and Head of Debt Capital Markets and Syndication. Tonelli brings to Oppenheimer over 20 years of fixed income experience, especially in structured credit and secured financings, first as an attorney at Cadwalader, Wickersham & Taft and later as banker at Bear Stearns and J.P. Morgan. He will be based out of Oppenheimer's New York headquarters and report to Robert S. Lowenthal, Senior Managing Director - Global Head of Fixed income.

Oppenheimer & Co. Inc. Appoints Harry Wool as Managing Director, Institutional Emerging Markets Bond Trading

Oppenheimer & Co. Inc. announced that Harry Wool has joined the firm as Managing Director, Institutional Emerging Markets Bond Trading. Wool will be based out of Oppenheimer's New York headquarters and report to Tom Nevin, Head of Emerging Markets Bond Trading. Wool joins Oppenheimer from Sterne Agee. Before that, he worked at Gleacher & Co. Previously, he helped to establish and then to manage the Emerging Markets (EM) fixed income business at Miller Tabak Roberts.

Oppenheimer & Co. Inc. Announces Executive Changes

Oppenheimer & Co. Inc. hired analyst Mohan Naidu to head up its sell-side coverage of the health care information technology sector. Naidu joined the company May 13, 2015 and will officially launch research coverage of health IT companies very soon. He replaces Bret Jones, who left Oppenheimer in April, 2015 for a buy-side job. Moffett declined to name the company that hired Jones. Oppenheimer dropped coverage of 12 health care IT distribution and services companies including athenahealth Inc. and HMS Holdings Corp. on April 28, following Jones' departure. Naidu's research universe will be similar to Jones', Moffett said. Prior to joining Oppenheimer, Naidu worked at Stephens Inc. as its vice president and health care IT analyst. He deregistered from Stephens in February 2015.

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