Michael Gregson, Chief Executive Officer
As the former Head of Trading at LPL Financial where he created its Fixed Income Trading Department; Michael brings decades of experience to working with financial advisors to bolster their knowledge and capabilities in the fixed income arena.
“Fulcrum Point’s sole purpose is to make using individual bonds easier and more effective for Independent Registered Investment Advisors”
Sue McKeown, Chief Compliance Officer
Ms. McKeown entered the financial services industry in 1982. Her experience spans both retail and institutional as well as with fully disclosed correspondent firms and self –clearing firms. She is a member of the National Society of Compliance Professionals.
William Chao, Director of Operations
Tim is responsible for developing and managing the office customer service center, operational workflows and coordinating all support service functions for Fulcrum Point Financial.
Our trading staff brings years of experience trading fixed income securities for both institutional and retail clients. Advisors working with Fulcrum Point have direct access to the desk and can expect to build personal relationships with our traders. Our team of fixed income professionals work with customers on their terms, providing proactive sales ideas and support as often or as little as desired. Our aim is to provide a first class experience for advisors and truly become a partner in their business.