JL
Jay Lee
Director at Oppenheimer &
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Work Experience
Director
Jan 2020 - Present · 4 years and 11 months
UBS
Executive Director
Mar 2012 - Jan 2020 · 7 years and 10 months
Citi
Senior Vice President
Feb 2008 - Mar 2012 · 4 years and 1 months
Company Details
1001-5000 Employees
Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
Year Founded
1881
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Investment Services, Retirement & Financial Planning
HQ Location
85 Broad Street New York, NY 10004, US
Keywords
Wealth ManagementDebt and Equity Capital MarketsMergers & AcquisitionsRetirement ServicesAsset ManagementInvestment BankingEquity Researchwealth managementbanking servicesdining room table
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