Wisdom Tree

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Tomorrow: 8:30 am - 5:30 pm

39 Years

in Business

(212) 801-2080Call Visit WebsiteVisit Website Map & DirectionsDirections245 Park AveNew York, NY 10167 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Places Near New York with Investment Advisory Service

Long Island City (3 miles)
Astoria (4 miles)
Hoboken (5 miles)
Jackson Heights (8 miles)
Elmhurst (8 miles)
Jersey City (9 miles)
Forest Hills (11 miles)
Brooklyn (12 miles)
Flushing (13 miles)
Bronx (15 miles)

More Info

General Info

WisdomTree Trust is registered as an investment company with the U.S. Securities and Exchange Commission. The company is a wholly owned subsidy of WisdomTree Investments, which is an exchange-traded fund sponsor and index developer. With asset of more than $3.4 billion, the company licenses its indexes to third parties for proprietary products. It also operates WisdomTree Asset Management and WisdomTree Retirement Services.

Email

Extra Phones

Phone: (212) 918-4581

Phone: (212) 661-0821

Fax: (212) 918-4581

TollFree: (866) 909-9473

Payment method

amex, cash, discover, master card, visa

Neighborhoods

Midtown East, Midtown Manhattan

AKA

Wisdom Tree Trust

Wisdomtree Investments Inc

Other Link

http://www.wisdomtree.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds

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Details

Phone: (212) 801-2080

Address: 245 Park Ave, New York, NY 10167

Website: http://www.wisdomtree.com

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Wisdom Tree

Charitable Giving
Tax Services
Income Tax

Investment Management
Rick has over 29 years investment experience in strategy and portfolio management positions at prominent investment firms. Prior to joining WisdomTree in 2007, Rick held senior level strategist roles with RBC Dain Rauscher, Bank One Capital Markets, ETF Advisors, and Nuveen Investments. At ETF Advisors, he was the portfolio manager and developer of some of the first fixed income exchange-traded funds. His research has been featured in leading periodicals including the Journal of Portfolio Management and the Journal of Indexes. He graduated from Emory University and earned his MBA at Indiana University.
Mutual Funds
Building on our heritage of innovation, we are also developing and have launched next-generation digital products, services and structures, including digital or blockchain-enabled mutual funds and tokenized assets, as well as our blockchain-native digital wallet, WisdomTree Prime™.
Wealth Management
As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was Managing Director and Chief Fixed Income Strategist for Wealth Management. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.

Accounting Services

Financial Planning
Asset Management
Financial thought leadership isn’t confined by paradigms or systems, global boundaries or markets, asset classes or products. At WisdomTree, it begins with global market research teams and investment strategy experts that dive deep, ask questions, challenge convention and boldly innovate to empower investors who seek an edge—whether they’re navigating traditional finance and asset management or the evolving digital world of crypto, DeFi and the blockchain.

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