WisdomTree
Joe Schwartzbach is an experienced financial professional currently serving as the Head of Model Portfolio Sales and Distribution at WisdomTree Asset Management since June 2020. Prior to this role, Joe spent over 13 years at Merrill Lynch in various positions, including Vice President of External Investment Advisory Specialist, where Joe drove annual multi-billion dollar net sales goals across multiple markets and conducted branch office meetings to enhance sales. Joe also excelled as a Vice President in several capacities, providing training and support to financial advisors, achieving significant market goals, and facilitating the introduction of new investment platforms. Joe holds a Bachelor's degree in Economics from Rutgers University, obtained between 2001 and 2005.
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WisdomTree
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WisdomTree is an asset management company that focuses on exchange-traded funds (ETFs). The Company's family of ETFs includes funds that track its own indexes, funds that track third party indexes and actively managed funds. It operates as an exchange traded product sponsor and asset manager providing investment advisory services in the United States, Europe, Canada and Japan. These activities are reported in its U.S. business segment that comprises it's the United States business and Japan sales office, which primarily engages in selling its United States listed ETFs to Japanese institutions, and International Business segment, that comprises its European business and Canadian business. Its United States listed products include International Hedged Equity ETFs, Equity ETFs, Fixed Income ETFs, Currency ETFs, Alternative Strategy ETFs and Commodity ETFs. Its portfolio of Non-the United States listed products include WisdomTree UCITS ETFs, Boost ETPs.