Oppenheimer & Co. Inc.
Overview
Oppenheimer & Co. Inc. is a global full-service brokerage and investment bank offering wealth management, asset management, capital markets, and investment banking solutions to individuals, families, corporations, and institutions.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Once Upon a Farm | Feb 2026 | IPO | Co-investor |
| Kraken | Nov 2025 | Series D | - |
| Suthub | Sep 2025 | IPO | Co-investor |
| Iute Group | May 2025 | Debt | Co-investor |
| Epirus | Mar 2025 | Series D | Co-investor |
Key People
Adam Quarello
Managing Director - Investments, Co-Founder of The Pacific Group of Oppenheimer & Co. Inc.
Brendan Vandeventer
Managing Partner
Alexander Somers
Managing Director
Allan Cox
Managing Director
Beth Wolchock
Managing Director
Bonnie Siegal
Managing Director
Brett Marcus
Managing Director
CFA® Chris Twomey
Managing Director - Senior OMEGA Portfolio Manager
Christopher Houchins
Managing Director
CIMA® Eric Bartok
Managing Director
Daniel Roseveare
Managing Director
David Snider
Managing Director
Eric Grant
Managing Director
Eric Tansky
Managing Director
Greg Bjork
Managing Director
Henry Kim
Managing Director
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
