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- Custodian
- Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-09-1955
- Office Locations
- 108
Office Locations
About Oppenheimer & Co. Inc.
Oppenheimer & Co. is a global financial institution (serving clients since 1881) providing wealth management with customized financial planning, investing, and wealth-transition strategies for individuals and families, alongside capital markets and investment banking solutions for municipalities, institutions, and emerging-growth/middle-market companies. Investment approach emphasizes growth and capital preservation across traditional and non-traditional products, supported by in-house research and market strategy.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
Thomas Edward Cassidy
DIRECTOR, MANAGING DIRECTOR
- CRD
- #4502955
- Ownership
- Less than 5%
PETER JOHN GIORDANO
--
- CRD
- #2921308
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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MARK D ABBONIZIO
Financial Advisor
- CRD
- #6180296
JACKIE LEA ABELS
Financial Advisor
- CRD
- #2390400
Showing 2 of 1923 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,233,267,307 | $695,289 |
| Non-Discretionary | $22,477,438,441 | $1,210,743 |
| Total | $36,710,705,748 | $940,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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