I’m a Director at WisdomTree and enjoy helping Financial Advisors grow their business and build better investment portfolios.
I enjoy being able to build relationships with and help some of the most noble people in the financial services industry on a day-to-day basis. The connections I’ve ...
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I’m a Director at WisdomTree and enjoy helping Financial Advisors grow their business and build better investment portfolios.
I enjoy being able to build relationships with and help some of the most noble people in the financial services industry on a day-to-day basis. The connections I’ve formed are extremely important to me.
Working at WisdomTree is a natural fit because of the emphasis on research, fundamentals and access to top thought leaders in the industry. With a background of being an advisor for a handful of years, I strive to truly understand how you run your practice, how you manage your portfolios, and the types of clients you serve. There has to be a right fit with you and your business, your clients, and WisdomTree.
Some of the different ways we can help are:
- Help you understand our 80+ fundamentally weighted/screened ETF solutions
- Provide insights and access to thought leaders in the industry
- Give you access to research-based ways to grow your business in today’s World
My goal is to help you overcome the challenges you’re having as a financial advisor.
In my spare time, I enjoy spending time with my wife and two boys, relaxing on the boat, or on the golf course. I’ve been playing golf for 26 years. I’m an avid golfer and love the challenge of the game.
If you would like to learn more about our suite of investment solutions, the latest research and insights from our thought leaders, or ways to help you grow your practice, I’d love to connect and learn more about how we can help. The best way to reach me is jglembin@wisdomtree.com / 843-499-2479.
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