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Michael Smith Email & Phone Number

Managing Director - Investments, Head of SE Institutional Equity Sales / Portfolio Manager, Omega Portfolio Management at Oppenheimer & Co., Inc. at Oppenheimer & Co. Inc.
Location: Atlanta, Georgia, United States 6 work roles 2 schools
2 work emails found @opco.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email m****@opco.com
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Current company
Oppenheimer & Co. Inc.
Role
Managing Director - Investments, Head of SE Institutional Equity Sales / Portfolio Manager, Omega Portfolio Management at Oppenheimer & Co., Inc.
Location
Atlanta, Georgia, United States
Company size
2663 employees

Who is Michael Smith? Overview

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Quick answer

Michael Smith is listed as Managing Director - Investments, Head of SE Institutional Equity Sales / Portfolio Manager, Omega Portfolio Management at Oppenheimer & Co., Inc. at Oppenheimer & Co. Inc., a company with 2663 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at opco.com and a matched LinkedIn profile for Michael Smith.

Michael Smith previously worked as Managing Director - Investments at Oppenheimer & Co. Inc. and Director - Institutional Equity Sales at Buckingham Research Group. Michael Smith holds Mba, Finance/Security Analysis from University Of Florida - Warrington College Of Business.

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Email format at Oppenheimer & Co. Inc.

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{first_initial}{last}@opco.com
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Profile bio

About Michael Smith

Over 20 years of expertise in capital markets and investments, specializing in relationship management of top tier institutional accounts including money managers, mutual funds, hedge funds, and state retirement plans. Diverse capital markets expertise based on experience in research, corporate finance, credit analysis, and sales and trading. Self-motivated, results-oriented executive with a client-focused business approach possessing clear interpersonal communication skills and a honed ability to deliver complex financial information to a diverse client base.Head of Southeast institutional equity sales and an Omega Portfolio Manager. The Omega Group is a program through Oppenheimer that offers a managed money program in which experienced Financial Advisors act as a portfolio manager for their clients.Michael's investment approach focuses on those industries that he feels will benefit from unusual growth due to demographic demand trends, disruptive technologies, or market leading positions. He employs a relative strength philosophy which seeks to uncover securities that are exhibiting leadership relative to their peers, industry, asset class, etc.He is married with two teenage children and his interests include travel, golf, boating, and trap/skeet/target shooting.Mike is licensed in the following state(s)*:GA, FL, NY, MAAny information contained herein pertaining to 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 information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures 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 Equity Research, Investments, Hedge Funds, Investment Banking, and 27 others.

Current workplace

Michael Smith's current company

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Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
Managing Director - Investments, Head of SE Institutional Equity Sales / Portfolio Manager, Omega Portfolio Management at Oppenheimer & Co., Inc.
new york, new york, united states
Website
opco.com
Employees
2663
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6 roles · 31 years

Michael Smith work experience

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

Managing Director - Investments

Current
Oppenheimer & Co. Inc.

Atlanta, GA

  • Head of Southeast Institutional Equity Sales. Identify, develop, and grow institutional relationships with money managers - pension funds, hedge funds, traditional long-only fund managers, and private wealth/private.
  • Exemplary personal record of increased production recognition based on consistent clientsatisfaction and exceeding Firm sales goals and expectations. Increased regional revenue 20% in 2015… Show more Head of Southeast.
  • Exemplary personal record of increased production recognition based on consistent clientsatisfaction and exceeding Firm sales goals and expectations. Increased regional revenue 20% in 2015 and placed in the top 10 of.
  • Sourced and executed over 20 management roadshows in the southeast covering the industrial, technology, financial, and consumer sectors.
  • Provide valuable feedback to research/trading/capital markets on client investment parameters and interactions to increase Firm’s trading revenue.
  • Registered Representative – Series 7, 63, and 24 (Principal/Supervisory) Show less
Jan 2014 - Present

Director - Institutional Equity Sales

Buckingham Research Group

Hired to develop the southeast institutional market - state pensions, hedge funds, long-only asset managers, and multiple strategy funds. Expertise in equity markets focused on autos, consumer - retail and staples, energy, financials, healthcare, industrials, and transportation.

Dec 2011 - Jan 2014

Senior Vice President - Institutional Equity Sales

Jefferies & Company

Successfully positioned Firm’s Equity Research and Capital Markets as a premier resource both with existing clients, as well as with key prospects while offering ‘value added’ service and remaining mindful of clients’ investment objectives and strategies. Cross-selling focus across derivatives, algorithmic/electronic trading, syndicate/capital markets.

Dec 2004 - Jul 2011

Principal

Friedman Billings & Ramsey

Atlanta, GA

Institutional Equity Sales. Developed Institutional Equity franchise in the southeast. Covered territories included Atlanta, Florida, Charlotte, Richmond, Birmingham, and Nashville.

May 2003 - Dec 2004

Associate

Suntrust Bank

Atlanta, GA

Corporate & Investment Banking. Positions within homebuilding industry sector, structured finance, and debt capital markets origination. Focus on credit and financial statement analysis and modeling, new business development, and client relationship management.

Apr 1999 - Feb 2002

Senior Research Liaison

Raymond James & Associates, Inc

St. Petersburg, FL

Marketed the institutional equity research product to the financial advisors within the retail division. Emphasis on equity idea generation. Established a successful retail liaison training program and assisted in new hire screening and interviewing.

1995 - 1998 ~3 yrs
Team & coworkers

Colleagues at Oppenheimer & Co. Inc.

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

SL Sam Levine Sam Levine Colleague at Oppenheimer & Co. Inc. Great Neck, New York, United States, United States View → RS Ramnarase Seeta Ramnarase Seeta Colleague at Oppenheimer & Co. Inc. New York, New York, United States, United States View → KA Kenkel A Kenkel A Colleague at Oppenheimer & Co. Inc. Whitefish, Montana, United States, United States View → CM Christopher M. Lazos Christopher M. Lazos Colleague at Oppenheimer & Co. Inc. Dorado, Puerto Rico, Puerto Rico View → JP Jessica Puentes Jessica Puentes Colleague at Oppenheimer & Co. Inc. New York City Metropolitan Area, United States View → LG Luis Gutierrez Luis Gutierrez Colleague at Oppenheimer & Co. Inc. Greater Chicago Area, United States View → LC Lewis Carlton Lewis Carlton Colleague at Oppenheimer & Co. Inc. Brooklyn, New York, United States, United States View → AM Albert M. Murad, Crpc® Albert M. Murad, Crpc® Colleague at Oppenheimer & Co. Inc. New York City Metropolitan Area, United States View → GW Gary Weisner Gary Weisner Colleague at Oppenheimer & Co. Inc. New York, New York, United States, United States View → DR Daniel Rosenblum Daniel Rosenblum Colleague at Oppenheimer & Co. Inc. Mount Vernon, New York, United States, United States View →
2 education records

Michael Smith education

FAQ

Frequently asked questions about Michael Smith

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

What company does Michael Smith work for?

Michael Smith works for Oppenheimer & Co. Inc..

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

Michael Smith is listed as Managing Director - Investments, Head of SE Institutional Equity Sales / Portfolio Manager, Omega Portfolio Management at Oppenheimer & Co., Inc. at Oppenheimer & Co. Inc..

What is Michael Smith's email address?

AeroLeads has found 2 work email signals at @opco.com for Michael Smith at Oppenheimer & Co. Inc..

Where is Michael Smith based?

Michael Smith is based in Atlanta, Georgia, United States while working with Oppenheimer & Co. Inc..

What companies has Michael Smith worked for?

Michael Smith has worked for Oppenheimer & Co. Inc., Buckingham Research Group, Jefferies & Company, Friedman Billings & Ramsey, and Suntrust Bank.

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

Michael Smith's colleagues at Oppenheimer & Co. Inc. include Sam Levine, Ramnarase Seeta, Kenkel A, Christopher M. Lazos, and Jessica Puentes.

How can I contact Michael Smith?

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

What schools did Michael Smith attend?

Michael Smith holds Mba, Finance/Security Analysis from University Of Florida - Warrington College Of Business.

What skills is Michael Smith known for?

Michael Smith is listed with skills including Equity Research, Investments, Hedge Funds, Investment Banking, Capital Markets, Equities, Portfolio Management, and Series 7.

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