Corporate Board Profile
Tech Score: 20/100
2 mention(s) identify R.S. LOWENTHAL as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| OPPENHEIMER HOLDINGS INC | 2013-04-11 | Mr. Lowenthal joined the Company in 1999 as head of the Company’s information technology department. | Mr. Lowenthal joined the Company as head of the information technology department, indicating software-related technical skills. |
| OPPENHEIMER HOLDINGS INC | 2014-03-28 | Mr. Lowenthal joined the Company in 1999 as head of the Company’s information technology department. He has an undergraduate degree from Washington University in St. Louis and an MBA from Columbia University. | Mr. Lowenthal joined the Company as head of the information technology department and has an undergraduate degree and MBA, indicating technical skills related to software. |
| Filing Date | Source Excerpt |
|---|---|
| 2013-04-11 | Mr. Lowenthal joined the Company in 1999 as head of the Company’s information technology department. |
| 2014-03-28 | Mr. Lowenthal joined the Company in 1999 as head of the Company’s information technology department. He has an undergraduate degree from Washington University in St. Louis and an MBA from Columbia University. |
| 2015-03-27 | Mr. Lowenthal joined the Company in 1999 as head of the Company's information technology department. He has an undergraduate degree from Washington University in St. Louis and an MBA from Columbia University. |
| 2016-03-24 | Mr. Lowenthal joined the Company in 1999 as head of the Company's information technology department, later became Managing Director of Fixed Income business. |
| 2017-03-24 | Mr. Lowenthal has an undergraduate degree from Washington University in St. Louis and an MBA from Columbia University. Mr. Lowenthal's insights into the business of the Company provide perspective to the Board discussions important to the oversight of the Company's financial reporting and enterprise and operational risk management. |
| 2018-03-23 | Mr. Lowenthal is Senior Managing Director and Head of Investment Banking and Global Fixed Income businesses. He has an undergraduate degree from Washington University and an MBA from Columbia University. |
| 2019-03-22 | Mr. Lowenthal is Senior Managing Director and Head of Oppenheimer & Co. Inc.'s Investment Banking business. Mr. Lowenthal has an undergraduate degree from Washington University in St. Louis and an MBA from Columbia University. |
| 2020-03-20 | Mr. Lowenthal has an undergraduate degree from Washington University in St. Louis and an MBA from Columbia University. Mr. Lowenthal's insights into the business of the Company provide perspective to the Board discussions important to the oversight of the Company's strategic direction, financial reporting and enterprise and operational risk management. |
| 2021-03-19 | Mr. Lowenthal is Senior Managing Director and Head of Investment Banking with an undergraduate degree from Washington University and an MBA from Columbia University. |
| 2022-03-18 | Mr. Lowenthal joined the Board in May 2013. Mr. Lowenthal joined the Company in 1999, became Managing Director of the Company’s Taxable Fixed Income business in 2007, assumed responsibility for oversight of the Company’s Public Finance and Municipal Trading departments in 2012, and became Head of the Company’s Investment Banking business in late 2016. In 2021, Mr. Lowenthal was appointed President of the Company, and he continues to serve as the Head of the Investment Banking business. Mr. Lowenthal is Chairman of the Oppenheimer & Co. Inc. Management Committee and Co-Chairman of its Risk Management Committee and is a member of several other internal committees. Mr. Lowenthal has an undergraduate degree from Washington University in St. Louis and an MBA from Columbia University. |
Data sourced from SEC filings. Last updated: 2025-07-01