Chris Murray, Head of RIA and Institutional Distribution, WisdomTree joined Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can leverage customizable model portfolios to grow and scale their business.
The recently launched WisdomTree Portfolio & Growth Solutions Program combines WisdomTree’s investment expertise and robust suite of open-architecture model portfolios with Adhesion’s trading and rebalancing capabilities. WisdomTree’s Portfolio & Growth Solutions program aims to help advisors seamlessly build customized portfolios, manage client accounts, and grow their business.
For more information:
WisdomTree Portfolio & Growth Solutions Program
WisdomTree – Advisor Solutions
Chris Murray has been with WisdomTree since April of 2006. He is responsible for the distribution of WisdomTree’ ETF products throughout the eastern United States, specifically calling on the Registered Investment Advisor community. Prior to joining WisdomTree, Chris worked for Schwab Institutional where he was responsible for managed account distribution, working with both new and existing clients. Five years of his finance career were spent at Delaware Investments where he was a Regional Marketing Director in Southern California and New England. He earned a Bachelor of Science Education from Millersville University in Lancaster, PA. He holds an NASD series 6, 7, and 63.