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Oppenheimer & Co., Inc. (Wealth Management) (Oppenheimer & Co.) is the investment management division of Oppenheimer & Co., Inc., which is ultimately owned by Oppenheimer Holdings, Inc. (NYSE: OPY), an integrated financial services holdings company. Headquartered in New York City, Oppenheimer & Co. provides customized investment advice on a range of traditional and nontraditional products to individuals, families, corporate executives and institutions.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.