---
schema_version: "secwatch.filing_event.v1"
accession: "0000791963-25-000008"
form_type: "8-K"
ticker: "OPY"
cik: "0000791963"
company_name: "OPPENHEIMER HOLDINGS INC"
filed_at: "2025-02-27T23:59:59+00:00"
generated_at: "2026-05-26T02:52:53.767699+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Oppenheimer CEO succession: Albert Lowenthal to become Executive Chairman; Robert Lowenthal named CEO

## Summary
- Albert Lowenthal steps down as CEO effective May 5, 2025; remains Chairman and becomes Executive Chairman of Opco.
- Robert Lowenthal, currently President and Head of Investment Banking, appointed CEO and President of company and Opco.
- Robert Lowenthal has been with Oppenheimer over 25 years; roles include CIO, Global Head of Fixed Income, and Head of IB.

## SEC filing metadata
- accession: 0000791963-25-000008
- form_type: 8-K
- ticker: OPY
- cik: 0000791963
- company_name: OPPENHEIMER HOLDINGS INC
- filed_at: 2025-02-27T23:59:59+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/791963/000079196325000008/0000791963-25-000008-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/opy-20250227.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000791963-25-000008
- JSON: https://secwatch.observer/filing/0000791963-25-000008.json
- Plain text: https://secwatch.observer/filing/0000791963-25-000008.txt

## Key facts
- Executive change
  Albert G. Lowenthal changed role as Chairman of the Company and Executive Chairman of Opco at OPPENHEIMER HOLDINGS INC.
  - Action: stepped down as CEO
  - Role: Chairman of the Company and Executive Chairman of Opco
  source text: Albert G. Lowenthal, Chairman of the Board of Directors (“Board”) and Chief Executive Officer (“CEO”), would step down as CEO of the Company and its primary operating subsidiary, Oppenheimer & Co. Inc. (“Opco”), effective at the close of the Annual Shareholders Meeting of the Company to be held on May 5, 2025. Mr. Lowenthal will continue in his role as Chairman of the Company and also will serve as Executive Chairman of Opco.
  evidence_url: https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/0000791963-25-000008-index.htm
- Executive change
  Robert S. Lowenthal was appointed as Chief Executive Officer and President at OPPENHEIMER HOLDINGS INC.
  - Action: appointed
  - Role: Chief Executive Officer and President
  source text: the Board unanimously appointed President and Director Mr. Robert S. Lowenthal (48) to serve as CEO of the Company and Opco, effective simultaneously with Mr. Albert Lowenthal’s transition.
  evidence_url: https://www.sec.gov/Archives/edgar/data/791963/000079196325000008/0000791963-25-000008-index.htm

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