Oppenheimer Executive and Leadership Team

Robert Lowenthal, the President and Chief Executive Officer and Board Member at Oppenheimer, directs the overarching strategy and operational execution for the firm's global investment banking and broker-dealer activities. Overseeing all major business units, Lowenthal ensures alignment with the company's mission to serve high-net-worth individuals, corporate executives, and institutions across the Americas, Europe, the Middle East, and Asia. This leadership role involves driving market expansion, optimizing financial performance, and maintaining the highest standards of corporate governance. By championing innovation in brokerage, asset management, and investment banking services, Robert Lowenthal directly impacts the firm's sustained growth and market leadership. Ultimately, Lowenthal secures the company's strategic direction and financial stability.

Steven Blacklock, the Chief Financial Officer at Oppenheimer, manages all financial operations, including accounting, financial planning, and capital allocation across global markets. Overseeing the fiscal health of the organization, Blacklock ensures robust financial reporting and compliance with regulatory requirements in the Americas, Europe, the Middle East, and Asia. This critical role involves developing and executing financial strategies that support the company's growth objectives in brokerage, asset management, and investment banking. By optimizing resource allocation and managing financial risks, Steven Blacklock directly contributes to the firm's profitability and long-term viability. Ultimately, Blacklock safeguards the financial integrity of Oppenheimer.

Larry Oppenheimer, the President & Owner at Oppenheimer, provides strategic oversight and leadership, guiding the firm's long-term vision and ownership structure. Directing key initiatives that align with the company's historical legacy and future growth, Oppenheimer ensures the preservation of core values across all operations in the Americas, Europe, the Middle East, and Asia. This executive position involves making critical decisions regarding market strategy, capital investment, and business development to maintain Oppenheimer's competitive edge. By upholding the principles of integrity and client focus, Larry Oppenheimer directly influences the company's enduring success and market reputation. Ultimately, Oppenheimer safeguards the ownership interests and strategic direction of the firm.

Alan Oppenheimer, the President at Oppenheimer, drives strategic initiatives and operational excellence across various divisions of the firm. Leading key business development efforts, Oppenheimer focuses on expanding market share and enhancing service offerings in brokerage, asset management, and investment banking throughout the Americas, Europe, the Middle East, and Asia. This role requires a keen understanding of market dynamics and client needs to foster growth and innovation. By championing new opportunities and strategic partnerships, Alan Oppenheimer directly contributes to the firm's expansion and revenue generation. Ultimately, Oppenheimer strengthens the company's market position and operational capabilities.

Hunt Worth, the President at Oppenheimer, leads specific strategic business units, focusing on enhancing service delivery and market penetration. Directing teams responsible for client acquisition and relationship management, Worth ensures the effective execution of strategies across brokerage, asset management, and investment banking services in key global regions. This position is crucial for driving performance within designated operational areas and fostering a client-centric approach. By implementing targeted growth strategies and operational improvements, Hunt Worth directly boosts business unit performance and client satisfaction. Ultimately, Worth strengthens Oppenheimer's presence and effectiveness in its core markets.

Peter Cadaret, the President, Oppenheimer Asset Management at Oppenheimer, directs the strategy and operations for the firm's asset management division. Overseeing portfolio management, investment research, and product development, Cadaret ensures the delivery of high-quality investment solutions to clients across the Americas, Europe, the Middle East, and Asia. This leadership role is essential for driving AUM growth, managing investment performance, and maintaining fiduciary responsibility. By innovating investment strategies and enhancing client service, Peter Cadaret directly contributes to the success and expansion of Oppenheimer's asset management capabilities. Ultimately, Cadaret solidifies the firm's reputation as a premier asset manager.

Manuel Santiago, the Chief Information Officer, Compliance at Oppenheimer, architects and oversees the firm's technology infrastructure and ensures strict adherence to all regulatory compliance standards. Managing the integration of advanced financial technologies, Santiago drives digital transformation initiatives across brokerage, asset management, and investment banking operations in the Americas, Europe, the Middle East, and Asia. This position requires a deep understanding of cybersecurity, data management, and regulatory frameworks to protect client assets and company data. By implementing secure and efficient technological solutions, Manuel Santiago directly enhances operational capabilities and mitigates compliance risks. Ultimately, Santiago fortifies the firm's technological foundation and regulatory standing.

Joan Khoury, the Senior Managing Director and Chief Marketing Officer at Oppenheimer, spearheads all brand strategy, market positioning, and client engagement initiatives across the firm's diverse service offerings. Directing global marketing campaigns, Khoury ensures consistent brand messaging and drives lead generation for brokerage, asset management, and investment banking services throughout the Americas, Europe, the Middle East, and Asia. This role is pivotal in shaping Oppenheimer's market perception and fostering strong relationships with high-net-worth individuals, corporate clients, and institutional investors. By developing innovative marketing strategies, Joan Khoury directly enhances client acquisition and retention. Ultimately, Khoury elevates the Oppenheimer brand and expands its market reach.

Peter Greenberg, the Deputy Chief Information Officer at Oppenheimer, supports the Chief Information Officer in managing the firm's technology operations and strategic technology planning. Assisting in the deployment of new systems and the maintenance of existing infrastructure, Greenberg ensures the seamless functioning of technology supporting brokerage, asset management, and investment banking activities across global regions. This role is crucial for maintaining system integrity, enhancing cybersecurity measures, and supporting digital innovation. By collaborating on technology initiatives, Peter Greenberg directly contributes to operational efficiency and the secure handling of sensitive financial data. Ultimately, Greenberg reinforces the technological backbone of Oppenheimer's services.

Leon Molokie, the Chief Operations Officer at Oppenheimer, directs the day-to-day operational efficiency and service delivery across all business segments, including brokerage, asset management, and investment banking. Overseeing critical functions such as trade execution, client onboarding, and back-office processing, Molokie ensures smooth operations throughout the Americas, Europe, the Middle East, and Asia. This leadership position is vital for optimizing workflows, managing operational risks, and implementing process improvements that enhance client experience and internal productivity. By streamlining operational processes, Leon Molokie directly drives efficiency and cost-effectiveness. Ultimately, Molokie ensures the reliable and effective execution of Oppenheimer's comprehensive financial services.