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February 13, 2016 12:38 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, Media & Communications Investment Banking and Co-Head of Investment Banking
Compensation as of Fiscal Year 2015.

Oppenheimer & Co. Inc. Key Developments

Oppenheimer & Co. Inc. Names Anthony Mancini as Head of Institutional Municipal Bond Trading

Oppenheimer & Co. Inc. announced that Anthony Mancini has joined as Head of Institutional Municipal Bond Trading. Mancini will be based at the firm's New York headquarters and will report to Robert Lowenthal, Senior Managing Director and Global Head of Fixed Income. Tony will join the senior leadership of the Municipal Capital Markets Group, working alongside Cyndi Pinto, Oppenheimer's Head of Institutional Municipal Bond Sales, and John Rodstrom, Head of Public Finance. Mancini will supervise all Institutional Municipal Bond Trading and will personally trade institutional tax-exempt bonds maturing in less than 15 years. Mancini began his career at J.P. Morgan Securities, where he spent 13 years in its Municipal Bond Department. He later worked at Morgan Stanley as a Municipal Bond Trader and was most recently at TD Securities as Head of Municipal Bond Trading.

Oppenheimer & Co. Inc. Appoints Joan Khoury as Managing Director and Chief Marketing Officer

Oppenheimer & Co. Inc. announced that Joan Khoury has joined the firm as Managing Director, Chief Marketing Officer, a newly created position. Khoury is a strategic marketing executive with more than 20 years of B2B and B2C leadership in the financial services industry. She will be based out of the firm's New York headquarters and will be the newest addition to the Management Committee. She reports into Rob Lowenthal, Senior Managing Director. In her role at Oppenheimer, Khoury will develop and implement strategy for the firm's overall positioning in the market. This includes oversight of firm-wide communications, online websites, social media presence, public relations and all marketing materials.

Oppenheimer & Co. Inc Announces Executive Appointments

Oppenheimer & Co. Inc. has announced the appointment of Jean Paul Garces and Erick Garces as managing directors. The two will lead a team focused on Institutional Emerging Market Sales, specifically in the Caribbean and Central America. The group will work alongside Oppenheimer's Institutional Custody Service Group and will be based out of firm's New York headquarters, reporting to Peter Albano, managing director - global head of Fixed Income Sales. Both Garces brothers have over 20 years of buy-side and sell-side experience in Emerging Markets. They have jointly built a Latam Franchise at Jefferies & Co. Inc. consisting of Pension Funds, Mutual Funds, Central Banks, Finance Ministries and Bank Treasuries. Jean Paul Garces was most recently at Jefferies, where he was instrumental in introducing the Jefferies brand name and on-boarding accounts throughout South America, Central America and the Caribbean. Erick was also at Jefferies, where he played a key role in the development of their Emerging Markets Fixed Income business, and helped launch their brand in Latin America and the Caribbean.

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