Oppenheimer & Company

Oppenheimer & Co. is a distinguished financial services firm, founded in 1881 and headquartered in New York City. The company operates as a middle-market investment bank and full-service broker-dealer, offering a comprehensive range of services in the Americas, Europe, the Middle East, and Asia. Its primary offerings include brokerage services for various securities, financial and wealth planning, asset management, and margin lending. Oppenheimer also specializes in investment banking, providing strategic advisory services, capital markets products, and assistance with mergers and acquisitions. The firm serves a diverse clientele, including high-net-worth individuals, families, businesses, institutions, and investment advisers. By delivering tailored financial solutions, Oppenheimer & Co. aims to meet the evolving needs of its clients in a dynamic market environment.

Jeffrey Ahrens

Executive Director, Investments

Robert Clark

Executive Director, Investments

Raju Dorwani

Vice President, Information Technology and Infrastructure

Shaul Eyal

Managing Director and Senior Analyst

Pete Hackett

Senior Director of Project Management

Jeff Jones

Managing Director and Senior Analyst

Bill Kaeli

Director, Institutional Investment Group

Kenneth Katz

Senior Director, Investments

Christoph Kotowski

Managing Director, Senior Analyst

Max Lami

CEO and Head of Investment Banking of EMEA

Fred Larsen

Managing Director

Marisa Pollard

Executive Director, Investments

Donald Reuter

Director, Investments

Daniel Slaughter

Director

Henley Smith

Senior Director, Investments

Matthias Spaenle MD

Managing Director

Steve Starer

Executive Director, Infrastructure and Information Technology

Eric Strominger

Director, Investments

Eric Tansky

Managing Director

Jason Twomey

Managing Director

Lance Valk

Senior Director, Investments

Geoffrey Warren

Managing Director and Co-Head, Rental Services

Mark Whaley

Executive Vice President, Strategic Initiatives

Zhihua Yang

Executive Director

H.Shawn Xu

Analyst

Past deals in Placement Agent

Brandis Tallman

Acquisition in 2020
Brandis Tallman is a full service investment banking firm that provides bond underwriting and placement agent services to public agencies.

GreenCrest Capital

Acquisition in 2013
GreenCrest Capital was a prominent advisory firm specializing in liquidity solutions for private companies and their shareholders. The firm focused on various sectors, including social media, online advertising, e-commerce, consumer cloud services, and software. By offering tailored research and advisory services, GreenCrest Capital facilitated financial transactions and supported the growth of private firms. As of November 21, 2013, the firm was acquired by Oppenheimer & Co.
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