Bringing you live news and features since 2006 

European hire for WisdomTree

RELATED TOPICS​

ETF sponsor WisdomTree has appointed Morgan Lee as its Head of Distribution for WisdomTree’s European operations.

Lee assumes his new role from WisdomTree in the US where he spent ten years as a Regional Director of Distribution, responsible for clients based on the West Coast of the US.
 
The firm writes that in his time with the company since 2006, Lee has built out the Registered Investment Advisor (RIA) channel segment, developing relationships with financial planners, wealth managers, family offices and asset managers.
 
Prior to his time at WisdomTree, Lee worked in Business Development at iShares – at the time, Barclays Global Investors. Previous to that, he worked in a similar Business Development role at Franklin Templeton Group.
 
Lee is both a Certified Investment Management Analyst (CIMA) and an Accredited Investment Fiduciary (AIF).
 
“We are excited to have Morgan heading up our European Distribution team,” says David Abner, WisdomTree’s Head of Europe. “As one of the most seasoned salespeople at WisdomTree, he brings to Europe a wealth of knowledge of the ETF industry and best practices when it comes to working with investors. Having played an instrumental role in building up the WisdomTree business in the US, he will be invaluable as we continue to expand and deepen our relationships across the European business.”
 

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by