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Stacy J. Kanter

Director at OPPENHEIMER HOLDINGS
Board

About Stacy J. Kanter

Independent director (age 66); joined OPY’s Board in October 2023. Former Head of Global Capital Markets and partner at Skadden, Arps (partner until 2019); extensive experience in securities offerings, leveraged transactions, restructurings and M&A. J.D., Brooklyn Law School; B.S., University at Albany Massry School of Business. Chair of the Nominating & Corporate Governance Committee; member of the Compensation and Compliance Committees; independence affirmed by the Board; 100% attendance in 2024 across Board and committee meetings .

Past Roles

OrganizationRoleTenureCommittees/Impact
Skadden, Arps, Slate, Meagher & Flom LLPHead of Global Capital Markets; PartnerPartner until 2019 (led practice across US/Asia/Europe/LatAm)Led strategy/operations; business development; client relationship management; risk assessment; talent development; advised on financing, liability management, restructurings, M&A
U.S. District Court, E.D.N.Y.Law Clerk to Hon. Raymond J. Dearie1986–1987Judicial clerkship; legal research and drafting

External Roles

OrganizationRoleSinceNotes
Applied Therapeutics, Inc.Independent Director2019Public company directorship; no OPY-identified interlock conflicts disclosed
New York Law InstituteBoard member (non-profit)N/ANon-profit board service

Board Governance

  • Independence: Board determined Kanter is independent under NYSE rules; 7 of 9 current directors independent .
  • Committee assignments: Chair, Nominating & Corporate Governance; member, Compensation and Compliance .
  • Attendance: 100% overall; Board 7/7; Compensation 1/1; Compliance 4/4; Nominating 2/2 (2024) .
  • Board effectiveness: Nominating Committee (chaired by Kanter) conducted Board effectiveness/self-assessment in 2024 and oversaw CEO succession planning .
  • Governance practices: Corporate Governance Guidelines and all committee charters posted; no Code of Conduct waivers in 2024 or to date in 2025 .
2024 MeetingsCount
Board of Directors7
Audit Committee5
Compensation Committee2
Compliance Committee4
Nominating & Corporate Governance Committee2

Fixed Compensation

2024 Director Compensation (USD)Amount
Fees Earned or Paid in Cash$90,500
Stock Awards (Grant-date fair value)$119,670
Option Awards$0
Total$210,170
2024 Fee Schedule (Directors)Detail
Annual Retainer$50,000
Board Meeting Fees$5,000 in-person; $2,000 tele/virtual per meeting
Committee Meeting Fees$1,000 per meeting
Lead Director & Audit Chair$25,000 (additional)
Other Committee Chairs$15,000 (additional)

Performance Compensation

Award TypeGrant DateSharesVesting ScheduleNotes
Restricted Stock (directors)Jan 25, 20243,00025% at 6 months; 25% on each subsequent 1-year anniversary (Jul 24, 2024; Jan 24, 2025; Jan 24, 2026; Jan 24, 2027)
Restricted Stock (directors)Jan 29, 20251,50025% on Jul 28, 2025; Jan 28, 2026; Jan 28, 2027; Jan 28, 2028
OptionsN/ANo option awards to Kanter in 2024
Equity Realization (2024)Amount
Shares Acquired on Vesting (2024)750
Value Realized on Vesting (2024)$41,055
  • Director equity grants are time-based restricted stock; no performance metrics (TSR/EBITDA/etc.) disclosed for director compensation. Awards under the 2024 Incentive Plan; grant-date fair values per plan valuation methodology .
  • Clawback policy updated Oct 2023; incentive-based compensation and stock awards subject to recovery in event of restatement; restricted stock awards agreements include clawback provisions .

Other Directorships & Interlocks

EntityRoleCommittee RolesInterlocks/Conflicts
Applied Therapeutics, Inc.Independent DirectorNot disclosed in OPY proxyOPY discloses no compensation committee interlocks; Kanter not party to related party transactions; no interlocking relationships exist between OPY’s Board/Comp Committee and other entities

Expertise & Qualifications

  • Capital markets and corporate transactions: Led Skadden’s Global Capital Markets; advised corporates and PE on financing, liability management, restructurings, M&A .
  • Governance and risk: Brings significant legal knowledge, corporate governance, and risk management experience to OPY’s Board .
  • Education: J.D. (Brooklyn Law School); B.S. (University at Albany Massry School of Business) .

Equity Ownership

MetricValue
Beneficial Ownership (Class A) as of Mar 1, 20251,500 shares; less than 1% [10,427,360 Class A shares outstanding]
Vested Shares (2024)750 shares vested; $41,055 value realized
Ownership GuidelinesDirectors must hold ≥6,000 shares within 3 years of joining Board; all sitting directors either meet or are on track
Hedging/PledgingProhibits short selling and trading in derivatives on OPY stock; directors and executives restricted accordingly

Governance Assessment

  • Board effectiveness: As Nominating & Corporate Governance Chair, Kanter led work on Board composition/effectiveness, annual review of governance guidelines, director education, and CEO succession oversight—signals of active, engaged governance .
  • Independence & engagement: Independence affirmed; 100% attendance; service on Compensation and Compliance Committees adds oversight breadth .
  • Compensation alignment: Director pay mix balanced between cash fees and time-based equity; fee schedule transparent; no director options; clawbacks in place—supportive of investor alignment .
  • Ownership alignment: Current beneficial stake is modest (1,500 shares; <1%), but OPY requires directors to reach 6,000 shares within 3 years and notes all are on track—watchpoint until guideline is met .
  • Conflicts/related party: No compensation committee interlocks; Kanter has not been a party to related party transactions; Audit Committee reviews any related party transactions; as of Dec 31, 2024, no director/executive indebtedness to OPY—low conflict risk .
  • Shareholder voting: 2025 Annual Meeting elected all nine directors with 97,348 votes for each (100% of votes cast); auditor ratification also unanimous—strong support from voting Class B stockholders .

RED FLAGS: None disclosed specific to Kanter. Watchpoint: current share ownership below guideline threshold until full compliance reached within the 3-year window .

Additional Reference Details

  • Committee compositions and independence confirmations across Audit, Compensation, Compliance, and Nominating committees are documented; Compensation Committee comprised solely of independent directors .
  • Governance documents/charters and Code of Conduct posted publicly; no waivers in 2024/2025—supports governance integrity .