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.

Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets. Jeff has a B.S. in Finance from the University of Florida and an MBA from Notre Dame. He has been a CFA charterholder and a member of the CFA Society of Chicago since 2006. He has appeared in various financial publications such as Barron’s and the Wall Street Journal and makes regular appearances on Canada’s Business News Network (BNN) and Wharton Business Radio.

Sam Rines serves as a Macro Strategist, Model Portfolios at WisdomTree extending the firm's custom model portfolio management capabilities. Prior to WisdomTree, Samuel was a Managing Director of CORBU, a research firm we struck up a relationship with to deliver model portfolios. Samuel is a global macro expert focused on the investment implications of politics and policy. His PolyMacro research has been widely followed by large family offices, institutional investors and the media. Prior to joining CORBU, Samuel was the Chief Economist and Investment Strategist at Avalon Advisors. Before joining Avalon, Samuel was a portfolio manager at Chilton Capital Management, where he launched the Chilton ESG Equity Strategy and a long/short technology portfolio. Samuel started his career as the cross-asset analyst for a small hedge fund. He is the author of the book After Normal: Making Sense of the Global Economy.

John Hill, CFA is the co-founder and CEO of Quorus, a technology-enabled asset manager that offers custom, tax-managed separate accounts and model portfolios based on strategies from leading asset managers. Before founding Quorus, John began his career at Vanguard, where he pitched and built Vanguard’s direct indexing product, Vanguard Personalized Indexing. Before direct indexing, John was an ETF product manager overseeing Vanguard’s $3 trillion ETF franchise. He also worked as a member of Vanguard’s corporate strategy and corporate development team.

Tom joined WisdomTree in early 2017 to lead Client Solutions. Our Client Solutions Platform is designed to help Advisors grow their business and provide better investment outcomes for their clients. Prior to joining WisdomTree, Tom spent 17 years at BlackRock in a variety of senior roles including Head of Retirement, Head of Defined Contribution Distribution and Head of Product Development and Management. Tom currently oversees WisdomTree’s RIA business channel as well as the Product Solutions Group.

Kara is the Head of Business Management & Strategy, Portfolio Solutions at WisdomTree Asset Management. She leads strategy and helps drive the growth of WisdomTree’s Portfolio Solutions platform. Kara has played a key role in building WisdomTree’s models business and continues to evolve the offering into a broader suite of solutions designed to meet advisors where and how they want to work with WisdomTree, across model portfolios and SMAs. Her work centers on creating flexible, customized investment solutions, tools, and resources that help advisors better serve their clients and grow their practices. Before joining WisdomTree, Kara worked at Goldman Sachs Ayco in the Multi-Family Office, supporting ultra-high-net-worth families with complex financial planning. She holds a Bachelor of Science in Finance from Siena College and holds Series 7 and 63 licenses, as well as the CIMA® designation.

Ryan drives the commercialization of model portfolio solutions and supports advisor growth strategies. He plays a central role in WisdomTree’s Model Portfolio Research Study, advancing insights on model adoption, advisor behavior and prospecting opportunities. Ryan's passion for third-party model portfolios and investment outsourcing was cultivated during his tenure at a Registered Investment Advisor, where he held roles across research and operations. He also brings WisdomTree’s research on advisor online presence to life through high-impact programming that turns key findings into practical guidance for improving digital credibility and prospect engagement. Ryan is a CFA charterholder and a graduate of Loyola University of Maryland.

Lauren is a Senior Associate on WisdomTree’s Portfolio Solutions team, which she joined in July 2022. In her role, Lauren specializes in analyzing client portfolios and delivering customized portfolio consultations for financial advisors. Before joining WisdomTree, she was a Senior Analyst and AVP of Equity Performance and Risk Attribution at Federated Hermes. Lauren holds a bachelor’s degree in economics from Duquesne University and an MBA from the University of Pittsburgh’s Katz Graduate School of Business.