Michael Smith

Michael Smith Email and Phone Number

Managing Director - Investments, Head of SE Institutional Equity Sales / Portfolio Manager, Omega Portfolio Management at Oppenheimer & Co., Inc. @ Oppenheimer & Co. Inc.
new york, new york, united states
Michael Smith's Location
Atlanta, Georgia, United States, United States
Michael Smith's Contact Details

Michael Smith personal email

n/a
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.

Michael Smith's Current Company Details
Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc.

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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
Michael Smith Work Experience Details
  • Oppenheimer & Co. Inc.
    Managing Director - Investments
    Oppenheimer & Co. Inc. Jan 2014 - Present
    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 bank equity managers while cultivating firm-to-firm partnerships.Highlights:• 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 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 bank equity managers while cultivating firm-to-firm partnerships.Highlights:• 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 OpCo's internal institutional sales ranking.• 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
  • Buckingham Research Group
    Director - Institutional Equity Sales
    Buckingham Research Group Dec 2011 - Jan 2014
    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.
  • Jefferies & Company
    Senior Vice President - Institutional Equity Sales
    Jefferies & Company Dec 2004 - Jul 2011
    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 offerings, and prime brokerage services.
  • Friedman Billings & Ramsey
    Principal
    Friedman Billings & Ramsey May 2003 - Dec 2004
    Atlanta, Ga
    Institutional Equity Sales. Developed Institutional Equity franchise in the southeast. Covered territories included Atlanta, Florida, Charlotte, Richmond, Birmingham, and Nashville.
  • Suntrust Bank
    Associate
    Suntrust Bank Apr 1999 - Feb 2002
    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.
  • Raymond James & Associates, Inc
    Senior Research Liaison
    Raymond James & Associates, Inc 1995 - 1998
    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.

Michael Smith Skills

Equity Research Investments Hedge Funds Investment Banking Capital Markets Equities Portfolio Management Series 7 Asset Management Electronic Trading Investment Strategies Financial Markets Trading Valuation Equity Valuation Alternative Investments Finance Bloomberg Fundamental Research Credit Analysis Mutual Funds Private Equity Financial Modeling Investment Management Corporate Finance Derivatives Equity Trading Equity Sales Us Equities Long%2fshort Equity Alpha Generation

Michael Smith Education Details

Frequently Asked Questions about Michael Smith

What company does Michael Smith work for?

Michael Smith works for Oppenheimer & Co. Inc.

What is Michael Smith's role at the current company?

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

What is Michael Smith's email address?

Michael Smith's email address is mi****@****pco.com

What schools did Michael Smith attend?

Michael Smith attended University Of Florida - Warrington College Of Business, University Of Florida.

What are some of Michael Smith's interests?

Michael Smith has interest in Children, Outdoors, Scouting, Golfing, Financial Markets And Investments, Boating/water Activities.

What skills is Michael Smith known for?

Michael Smith has skills like Equity Research, Investments, Hedge Funds, Investment Banking, Capital Markets, Equities, Portfolio Management, Series 7, Asset Management, Electronic Trading, Investment Strategies, Financial Markets.

Who are Michael Smith's colleagues?

Michael Smith's colleagues are Mike Bodnar, Nicole Kennedy, Cole Mackool, Mary Cambell, Gary Bracelin, Kathy Acton, Jeremy Goldman.

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