---
schema_version: "secwatch.filing_event.v1"
accession: "0000791963-22-000060"
form_type: "8-K"
ticker: "OPY"
cik: "0000791963"
company_name: "OPPENHEIMER HOLDINGS INC"
filed_at: "2022-08-02T23:59:59+00:00"
generated_at: "2026-06-24T06:10:21.150553+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Oppenheimer Holdings appoints Brad Watkins as CFO, effective Aug 1, 2022

## Summary
- Brad M. Watkins named EVP and CFO of Oppenheimer Holdings and Oppenheimer & Co., succeeding Jeffrey J. Alfano.
- Watkins receives $300K annual base salary, $500K bonus payable Feb 2023, and 10,000 deferred stock award vesting in 5 years.
- Prior CFO Jeffrey J. Alfano resigned Feb 7, 2022, effective March 1, 2022, to pursue other opportunities.
- Watkins joined from KPMG where he was an audit partner in financial services; holds B.S. in Accounting from NYU Stern.
- Watkins will serve on Oppenheimer's Management and Risk Management committees, reporting to CEO Albert G. Lowenthal.

## SEC filing metadata
- accession: 0000791963-22-000060
- form_type: 8-K
- ticker: OPY
- cik: 0000791963
- company_name: OPPENHEIMER HOLDINGS INC
- filed_at: 2022-08-02T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/0000791963-22-000060-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/opy-20220801.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000791963-22-000060
- JSON: https://secwatch.observer/filing/0000791963-22-000060.json
- Plain text: https://secwatch.observer/filing/0000791963-22-000060.txt

## Key facts
- Executive change
  Brad M. Watkins was appointed as Executive Vice President and Chief Financial Officer at OPPENHEIMER HOLDINGS INC.
  - Action: appointed
  - Role: Executive Vice President and Chief Financial Officer
  source text: The Company appointed Brad M. Watkins as the Executive Vice President and Chief Financial Officer of the Company and Oppenheimer (together, the “Companies”) effective August 1, 2022.
  evidence_url: https://www.sec.gov/Archives/edgar/data/791963/000079196322000060/0000791963-22-000060-index.htm
- Executive change
  Jeffrey J. Alfano resigned as Executive Vice President and Chief Financial Officer at OPPENHEIMER HOLDINGS INC.
  - Action: resigned
  - Role: Executive Vice President and Chief Financial Officer
  source text: on February 7, 2022, Jeffrey J. Alfano resigned his position as Executive Vice President and 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/791963/000079196322000060/0000791963-22-000060-index.htm

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