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Corporation
FINANCIAL | Investment Banking
oppenheimer.com

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Funds

2

Partners & Customers

1

About Oppenheimer & Co.

Oppenheimer operates as an investment firm based in of New York, New York.

Oppenheimer & Co. Headquarter Location

85 Broad Street

New York, New York, 10004,

United States

(212)668-8000

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Latest Oppenheimer & Co. News

Notice to Current and Former Delta Air Lines Pilots: National Investor Fraud Law Firm KlaymanToskes Is Preparing to File a FINRA Arbitration Claim on Behalf of Former Delta Pilot Against Oppenheimer & Co. for Horizon Private Equity III Ponzi Losses

Dec 4, 2021

Boca Raton, Florida, UNITED STATES ATLANTA, Dec. 03, 2021 (GLOBE NEWSWIRE) -- National investor fraud law firm KlaymanToskes (“KT”) announces it is preparing to file a FINRA arbitration claim against Oppenheimer & Co. (NYSE: OPY) on behalf of a former Delta Air Lines (NYSE: DAL) pilot who sustained over $1M in losses in Horizon Private Equity III. KT is focusing on Oppenheimer’s role in enabling the massive alleged Horizon Ponzi scheme devised by Marietta, Georgia resident and former Oppenheimer registered representative, John Woods, which was operated through his firm, Southport Capital. From 2008 to 2016, John Woods and his brother Jim Woods allegedly solicited a significant number of customers from Oppenheimer, including Delta Air Lines pilots, to invest in Horizon while Woods was registered as a broker and investment adviser with the brokerage firm. Investors were told they would earn a return by investing in government bonds, stocks or real estate projects. However, Horizon has allegedly not earned any significant profits from these investments, and were only able to pay the guaranteed return to existing investors by raising and using new money. According to securities attorney Lawrence L. Klayman, Esq. “Harmed investors may not be able to recover their money through the SEC action, and those who do may receive substantially less than their losses. Investors should consider filing a FINRA arbitration claim to recover investment losses.” The sole purpose of this release is to investigate on behalf of our clients who purchased Horizon Private Equity III . Current and former Delta Air Lines pilots with information regarding the presentation and sale of these notes, and who have information relating to the handling of their investments, are encouraged to contact Lawrence L. Klayman, Esq. at (561) 542-5131, and download our Special Investor Report . About KlaymanToskes KT is a leading national securities law firm which practices exclusively in the field of securities arbitration and litigation on behalf of retail and institutional investors throughout the world in large and complex securities matters. KT has recovered more than $225 million for investors in FINRA arbitrations. KT has office locations in California, Florida, New York, and Puerto Rico. Contact:

Oppenheimer & Co. Fund History

2 Fund Histories

Oppenheimer & Co. has 2 funds, including Oppenheimer Horizon Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/31/1991

Oppenheimer Horizon Fund

Restructuring/Distressed Debt

$105M

1

Triangle Petroleum Corporation and OGR Joint Fund

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$99M

10

Closing Date

12/31/1991

Fund

Oppenheimer Horizon Fund

Triangle Petroleum Corporation and OGR Joint Fund

Fund Type

Restructuring/Distressed Debt

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Status

Amount

$105M

$99M

Sources

1

10

Oppenheimer & Co. Partners & Customers

1 Partners and customers

Oppenheimer & Co. has 1 strategic partners and customers. Oppenheimer & Co. recently partnered with InvestCloud on September 9, 2020.

Date

Type

Business Partner

Country

News Snippet

Sources

9/16/2020

Partner

InvestCloud

United States

Oppenheimer signs with InvestCloud

The new partnership will enable Oppenheimer & Co. to take advantage of InvestCloud 's unique Prospect Portal and Digital Client Onboarding apps .

1

Date

9/16/2020

Type

Partner

Business Partner

InvestCloud

Country

United States

News Snippet

Oppenheimer signs with InvestCloud

The new partnership will enable Oppenheimer & Co. to take advantage of InvestCloud 's unique Prospect Portal and Digital Client Onboarding apps .

Sources

1

Oppenheimer & Co. Team

29 Team Members

Oppenheimer & Co. has 29 team members, including current Senior Vice President, Travus Pope.

Name

Work History

Title

Status

Travus Pope

Senior Vice President

Current

Todd C. Brady

Senior Director

Current

Jeffrey Assaf

Bear Stearns

Senior Vice President

Former

Frederic Bloch

Senior Vice President

Former

David Boris

Senior Vice President

Former

Name

Travus Pope

Todd C. Brady

Jeffrey Assaf

Frederic Bloch

David Boris

Work History

Bear Stearns

Title

Senior Vice President

Senior Director

Senior Vice President

Senior Vice President

Senior Vice President

Status

Current

Current

Former

Former

Former

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