Oppenheimer Holdings Inc.
About the Company
J. Robert Oppenheimer dealt in mushroom clouds, but Oppenheimer Holdings helps mushroom finances. Through subsidiaries Oppenheimer & Co., Oppenheimer Asset Management, and Oppenheimer Trust, it provides a range of financial services including brokerage, investment banking, asset management, lending, and research. Its Private Client segment, which offers retail brokerage, wealth management, and margin lending to affluent and business clients in the US and Latin America, makes up the bulk of sales. The group also has operations in the UK, Israel, and Hong Kong. It has more than $25 billion of client assets under management. The firm is not affiliated with OppenheimerFunds, a unit of MassMutual Financial Group.