Rob Lowenthal

Chief Executive Officer at OPPENHEIMER HOLDINGS INC.

Net worth: 14 M $ as of 2026-06-29

49 year

62 connections

Finance

Consumer Services

Electronic Technology

Profile

Robert Steven Lowenthal is currently President, Chief Executive Officer & Director at Oppenheimer Holdings, Inc. since 2025.
He holds the same titles at Oppenheimer & Co., Inc. starting in 2025.
He is President & Chief Executive Officer at Oppenheimer & Co., Inc. (Wealth Management) since 2021.
He is Chief Executive Officer & Director at Oppenheimer Asset Management, Inc. since 2025.
He is also President & Chief Executive Officer at Oppenheimer & Co., Inc. (Broker).
Formerly, Mr. Lowenthal was a Director at Mercury Solar Systems, Inc. Education includes an undergraduate degree from Olin Business School conferred in 1998 and an MBA from Columbia Business School conferred in 2007.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
OPPENHEIMER HOLDINGS INC. CLASS A 1.26%	2026-05-07	133,881 ( 1.26% )	14 M $	2026-06-29
OPPENHEIMER HOLDINGS INC. 0.65%	2026-02-28	650 ( 0.65% )	68 601 $	2026-06-29

Rob Lowenthal active positions

Companies	Position	Start
OPPENHEIMER HOLDINGS INC.	Chief Executive Officer	2025-05-04
Oppenheimer & Co., Inc. (Wealth Management) Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co.'s primary investment strategies include strategic asset allocation and tactical asset allocation. Equity, balanced and fixed-income investments may be recommended along with value, growth and momentum investing strategies.	Chief Executive Officer	2021-11-29
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services	Chief Executive Officer	2025-05-04
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Chief Executive Officer	-
Oppenheimer Asset Management, Inc. Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing.	Chief Executive Officer	2025-04-30

All active positions of Rob Lowenthal

Former positions of Rob Lowenthal

Companies	Position	End
Mercury Solar Systems, Inc. Mercury Solar Systems, Inc. SemiconductorsElectronic Technology Designs and installs solar electric and solar thermal energy systems	Director/Board Member	-

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Training of Rob Lowenthal

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Linked companies

Private companies	8
Oppenheimer Holdings, Inc. Oppenheimer Holdings, Inc. Investment Banks/BrokersFinance Provides financial services, including securities brokerage, investment banking, and asset management	Finance
Oppenheimer & Co., Inc. Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services	Finance
Oppenheimer Asset Management, Inc. Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing.	Finance
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Mercury Solar Systems, Inc. Mercury Solar Systems, Inc. SemiconductorsElectronic Technology Designs and installs solar electric and solar thermal energy systems	Electronic Technology
Olin Business School Olin Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Oppenheimer & Co., Inc. (Wealth Management) Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co.'s primary investment strategies include strategic asset allocation and tactical asset allocation. Equity, balanced and fixed-income investments may be recommended along with value, growth and momentum investing strategies.	Finance