Oppenheimer Holdings Management
Management criteria checks 3/4
We currently do not have sufficient information about the CEO.
Key information
Bud Lowenthal
Chief executive officer
US$4.8m
Total compensation
| CEO salary percentage | 10.5% |
| CEO tenure | 40yrs |
| CEO ownership | 32.8% |
| Management average tenure | 2.8yrs |
| Board average tenure | 8.7yrs |
Recent management updates
Recent updates
Oppenheimer Holdings Inc.'s (NYSE:OPY) Price Is Right But Growth Is Lacking After Shares Rocket 29%
Nov 07
Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.18
Oct 28Oppenheimer Holdings: Mid-Market Prevailing In Capital Markets, Solid All Around
Oct 26Oppenheimer Holdings Inc. (NYSE:OPY) Looks Inexpensive But Perhaps Not Attractive Enough
Jul 26Oppenheimer: Capital Markets' Outsized Impact On Income
Jun 07Shareholders May Be Wary Of Increasing Oppenheimer Holdings Inc.'s (NYSE:OPY) CEO Compensation Package
Apr 30Oppenheimer Holdings' (NYSE:OPY) Dividend Will Be $0.15
Apr 29Oppenheimer Holdings (NYSE:OPY) Is Paying Out A Dividend Of $0.15
Feb 01Oppenheimer: Old Wall Street Firm To Benefit From M&A Growth And Sector Bullishness
Jan 29Oppenheimer: Higher Rates Save Growth, Buyback Activity
Nov 28Oppenheimer Holdings' (NYSE:OPY) Dividend Will Be $0.15
Oct 30Oppenheimer: An Overvalued Asset Manager With Net Loss In Q2, Downgraded To Hold
Sep 05Oppenheimer Holdings (NYSE:OPY) Has Affirmed Its Dividend Of $0.15
Jul 31Oppenheimer: Resilient Investment Bank Priced Correctly
Jul 11Oppenheimer Holdings goes ex-dividend tomorrow
Feb 08Oppenheimer Holdings (NYSE:OPY) Will Pay A Dividend Of $0.15
Jan 30Oppenheimer Holdings GAAP EPS of $1.87, revenue of $313.58M
Jan 27Oppenheimer to launch share repurchase program
Dec 14Oppenheimer Holdings goes ex-dividend tomorrow
Nov 08Oppenheimer Holdings (NYSE:OPY) Has Announced A Dividend Of $0.15
Oct 31Oppenheimer Holdings GAAP EPS of $0.37, revenue of $294.1M
Oct 28Oppenheimer Holdings goes ex-dividend tomorrow
Aug 10Oppenheimer Holdings (NYSE:OPY) Is Due To Pay A Dividend Of $0.15
Aug 01Oppenheimer announces buyback program for 536.5K class A shares
Jul 29Oppenheimer Holdings: Very Cheap Valuations, Share Buybacks
Feb 07Oppenheimer: Record EPS, 4x P/E Plus Rising Dividends, Legacy Brand Name
Jan 18Oppenheimer: Silently Overperforming And Eternally Underfollowed
Oct 01Oppenheimer Holdings (NYSE:OPY) Is Paying Out A Larger Dividend Than Last Year
Aug 05Increases to Oppenheimer Holdings Inc.'s (NYSE:OPY) CEO Compensation Might Cool off for now
May 04Oppenheimer Holdings reports Q1 results
Apr 30Do Oppenheimer Holdings's (NYSE:OPY) Earnings Warrant Your Attention?
Mar 22CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2024 | n/a | n/a | US$72m |
| Sep 30 2024 | n/a | n/a | US$72m |
| Jun 30 2024 | n/a | n/a | US$61m |
| Mar 31 2024 | n/a | n/a | US$42m |
| Dec 31 2023 | US$5m | US$500k | US$30m |
| Sep 30 2023 | n/a | n/a | US$41m |
| Jun 30 2023 | n/a | n/a | US$32m |
| Mar 31 2023 | n/a | n/a | US$38m |
| Dec 31 2022 | US$8m | US$500k | US$32m |
| Sep 30 2022 | n/a | n/a | US$73m |
| Jun 30 2022 | n/a | n/a | US$95m |
| Mar 31 2022 | n/a | n/a | US$130m |
| Dec 31 2021 | US$11m | US$500k | US$159m |
| Sep 30 2021 | n/a | n/a | US$178m |
| Jun 30 2021 | n/a | n/a | US$167m |
| Mar 31 2021 | n/a | n/a | US$154m |
| Dec 31 2020 | US$9m | US$500k | US$123m |
| Sep 30 2020 | n/a | n/a | US$67m |
| Jun 30 2020 | n/a | n/a | US$55m |
| Mar 31 2020 | n/a | n/a | US$50m |
| Dec 31 2019 | US$6m | US$500k | US$53m |
| Sep 30 2019 | n/a | n/a | US$36m |
| Jun 30 2019 | n/a | n/a | US$37m |
| Mar 31 2019 | n/a | n/a | US$33m |
| Dec 31 2018 | US$5m | US$500k | US$29m |
Compensation vs Market: Bud's total compensation ($USD4.76M) is above average for companies of similar size in the US market ($USD3.22M).
Compensation vs Earnings: Bud's compensation has been consistent with company performance over the past year.
CEO
Bud Lowenthal (79 yo)
40yrs
Tenure
US$4,764,786
Compensation
Mr. Albert Grinsfelder Lowenthal, also known as Bud, is the Chairman at Oppenheimer Investment Management LLC. He is the Chairman of the Board and Chief Executive Officer of Oppenheimer Asset Management In...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 40yrs | US$4.76m | 32.8% $ 245.8m | |
| President | 3.2yrs | US$6.55m | 0.77% $ 5.8m | |
| Executive VP & CFO | 2.4yrs | US$912.55k | no data | |
| President of Oppenheimer Asset Management Inc | no data | US$1.26m | no data | |
| Senior MD and Global Head of Fixed Income Business - Oppenheimer & Co. Inc. | no data | US$1.66m | no data | |
| Executive VP | no data | US$896.93k | 0.20% $ 1.5m | |
| MD & Chief Compliance Officer | 8.6yrs | no data | no data | |
| Head of the Latin America Investment Banking Group | 1.5yrs | no data | no data | |
| Managing Director in Technology Investment Banking Group | 1.3yrs | no data | no data | |
| Head of Financial Technology Investment Banking | no data | no data | no data | |
| Head of Technology Investment Banking | no data | no data | no data |
2.8yrs
Average Tenure
59yo
Average Age
Experienced Management: OPY's management team is considered experienced (2.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 40yrs | US$4.76m | 32.8% $ 245.8m | |
| President | 11.7yrs | US$6.55m | 0.77% $ 5.8m | |
| Independent Director | 6.5yrs | US$204.58k | 0.10% $ 770.5k | |
| Independent Director | 1.3yrs | US$22.50k | no data | |
| Independent Director | 8.7yrs | US$208.58k | 0.040% $ 299.2k | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 8.7yrs | US$221.58k | 0.20% $ 1.5m | |
| Lead Independent Director | 9.5yrs | US$244.58k | 0.20% $ 1.5m | |
| Independent Director | 6.7yrs | US$207.58k | 0.10% $ 770.5k |
8.7yrs
Average Tenure
65yo
Average Age
Experienced Board: OPY's board of directors are considered experienced (8.7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/31 11:40 |
| End of Day Share Price | 2025/01/31 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Oppenheimer Holdings Inc. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Hugh Miller | Macquarie Research |
| Brian Hollenden | Sidoti & Company, LLC |
| Kunal Patil | Virtua Research Inc. |