Michael Gregson
AeroLeads people directory · profile

Michael Gregson Email & Phone Number

Managing Director at Oppenheimer & Co. Inc.
Location: Charlotte, North Carolina, United States 4 work roles 3 schools
1 work email found @fulcrumpointfinancial.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@fulcrumpointfinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Managing Director
Location
Charlotte, North Carolina, United States
Company size

Who is Michael Gregson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael Gregson is listed as Managing Director at Oppenheimer & Co. Inc., a company with 2663 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at fulcrumpointfinancial.com and a matched LinkedIn profile for Michael Gregson.

Michael Gregson previously worked as Managing Director, Co-Head Outsourced Trading at Oppenheimer & Co. Inc. and Founder and Chief Executive Officer at Fulcrum Point Financial. Michael Gregson holds Masters, Business Administration from University Of North Carolina At Charlotte.

Company email context

Email format at Oppenheimer & Co. Inc.

This section adds company-level context without repeating Michael Gregson's masked contact details.

{first}.{last}@fulcrumpointfinancial.com
86% confidence

AeroLeads found 1 current-domain work email signal for Michael Gregson. Compare company email patterns before reaching out.

Profile bio

About Michael Gregson

Oppenheimer Outsourced Trading makes using bonds easy for financial advisors. We work with advisors regardless of their custodians or broker dealers. Reach out today to see how we can help you build your practice.Oppenheimer & Co., is a New York, NY based firm providing fixed income trading and sales support to financial advisors, broker/dealers, registered investment companies, and clearing firms. We are staffed to meet all your fixed income needs.Our team’s reputation in the fixed income trading world is unrivaled. We are industry experts who value long-term relationships with our clients and trading partners.We only offer fixed income securities (including structured products). By focusing on fixed income markets exclusively, our traders and sales staff offer the deepest and most up-to-the-minute view of the bond market.I am licensed in all states plus the District of Columbia. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.”

Listed skills include Financial Advisory, Investments, Trading, Mutual Funds, and 17 others.

Current workplace

Michael Gregson's current company

Company context helps verify the profile and gives searchers a useful next step.

Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
Managing Director
new york, new york, united states
Website
Employees
2663
AeroLeads page
4 roles

Michael Gregson work experience

A career timeline built from the work history available for this profile.

Managing Director, Co-Head Outsourced Trading

Current

New York, New York, United States

Aug 2024 - Present

Founder And Chief Executive Officer

Fulcrum Point Financial

Charlotte, NC

Beginning in August 2024, Fulcrum Point Fixed Income Group has joined with Oppenheimer & Co, Inc. to continue supporting Independent RIAs and Broker-Dealers with fixed income support.

Jan 2011 - Jul 2024

Svp - Head Of Trading

Lpl Financial

Charlotte, NC

  • Financial is the largest independent broker dealer servicing over 17,000 financial advisors.
  • Was named Head of Trading when LPL Financial acquired UVEST Financial Services.
  • Lead team of 200+ traders and support staff.
  • Oversaw all aspects of trading including execution, sales support, technology, compliance and regulatory, and financial of trading.
  • Responsible for trading equities, mutual funds, fixed income securities, options, and commodities.
  • Executive member of New Product Committee and Credit Committee.
Jan 2009 - 2010

Svp Head Of Trading And Advisory Solutions

Uvest Financial Services

Charlotte, NC

  • Oversaw all aspects of trading including execution, sales support, technology, compliance and regulatory and financial.
  • Oversaw all aspects of advisory solutions including vendor selection and management, sales support, technology support, and compliance and regulatory support.
  • Achieved tremendous growth in usage and profitability of fixed income securities and advisory solutions.
  • Served as Chief Investment Officer of in-house money manager, Compass Capital Asset Management a large-cap, growth equity separate account manager.
Mar 2001 - Jan 2009
Team & coworkers

Colleagues at Oppenheimer & Co. Inc.

Other employees you can reach at opco.com. View company contacts for 2663 employees →

3 education records

Michael Gregson education

Education record

Avon High School
FAQ

Frequently asked questions about Michael Gregson

Quick answers generated from the profile data available on this page.

What company does Michael Gregson work for?

Michael Gregson works for Oppenheimer & Co. Inc..

What is Michael Gregson's role at Oppenheimer & Co. Inc.?

Michael Gregson is listed as Managing Director at Oppenheimer & Co. Inc..

What is Michael Gregson's email address?

AeroLeads has found 1 work email signal at @fulcrumpointfinancial.com for Michael Gregson at Oppenheimer & Co. Inc..

Where is Michael Gregson based?

Michael Gregson is based in Charlotte, North Carolina, United States while working with Oppenheimer & Co. Inc..

What companies has Michael Gregson worked for?

Michael Gregson has worked for Oppenheimer & Co. Inc., Fulcrum Point Financial, Lpl Financial, and Uvest Financial Services.

Who are Michael Gregson's colleagues at Oppenheimer & Co. Inc.?

Michael Gregson's colleagues at Oppenheimer & Co. Inc. include Jared Reback, Diane Marshall-Samuel, Howard Kay, William Dossett, Cfa, and Waqar Qureshi.

How can I contact Michael Gregson?

You can use AeroLeads to view verified contact signals for Michael Gregson at Oppenheimer & Co. Inc., including work email, phone, and LinkedIn data when available.

What schools did Michael Gregson attend?

Michael Gregson holds Masters, Business Administration from University Of North Carolina At Charlotte.

What skills is Michael Gregson known for?

Michael Gregson is listed with skills including Financial Advisory, Investments, Trading, Mutual Funds, Series 7, Series 63, Series 24, and Securities.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Michael Gregson you were looking for.

View similar profiles