---
schema_version: "secwatch.filing_event.v1"
accession: "0000791963-22-000028"
form_type: "8-K"
ticker: "OPY"
cik: "0000791963"
company_name: "OPPENHEIMER HOLDINGS INC"
filed_at: "2022-02-10T23:59:59+00:00"
generated_at: "2026-06-27T09:23:44.533077+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# CFO Jeffrey Alfano resigns effective March 1, 2022; longtime controller Agosta named interim CFO

## Summary
- Jeffrey J. Alfano resigns as CFO of Oppenheimer Holdings and Oppenheimer & Co. effective March 1, 2022.
- Resignation is for personal reasons; no disagreements with company or accounting practices.
- Salvatore Agosta, 67, controller since 2002, appointed interim CFO and principal financial/accounting officer.
- Board will conduct internal and external search for a permanent replacement.
- Company expects to timely file its 2021 10-K.

## SEC filing metadata
- accession: 0000791963-22-000028
- form_type: 8-K
- ticker: OPY
- cik: 0000791963
- company_name: OPPENHEIMER HOLDINGS INC
- filed_at: 2022-02-10T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/0000791963-22-000028-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/opy-20220207.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000791963-22-000028
- JSON: https://secwatch.observer/filing/0000791963-22-000028.json
- Plain text: https://secwatch.observer/filing/0000791963-22-000028.txt

## Key facts
- Executive change
  Jeffrey J. Alfano resigned as Chief Financial Officer at OPPENHEIMER HOLDINGS INC.
  - Action: resigned
  - Role: Chief Financial Officer
  source text: On February 7, 2022, Jeffrey J. Alfano resigned his position as Chief Financial Officer of Oppenheimer Holdings Inc. (the “Company”) as well as its principal operating subsidiary Oppenheimer & Co. Inc. (“Oppenheimer”) effective on or about March 1, 2022 to pursue other professional opportunities.
  evidence_url: https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/0000791963-22-000028-index.htm
- Executive change
  Salvatore Agosta was appointed as Interim Chief Financial Officer at OPPENHEIMER HOLDINGS INC.
  - Action: appointed
  - Role: Interim Chief Financial Officer
  source text: the Company has appointed Oppenheimer’s long-time Controller, Salvatore Agosta, 67, as Interim Chief Financial Officer who will assume the duties as principal financial officer and principal accounting officer of the Company.
  evidence_url: https://www.sec.gov/Archives/edgar/data/791963/000079196322000028/0000791963-22-000028-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.