Investor Relations
Board of Directors
Michael H. Steinhardt
Chairman
Michael H. Steinhardt, who serves as Chairman of WisdomTree Investments, Inc., was named by The Wall Street Journal as one of the greatest investors of all time. Mr. Steinhardt closed his hedge fund in 1995 to devote himself entirely to philanthropy, and in 1994, he founded the Michael H. Steinhardt Foundation. Mr. Steinhardt graduated from The Wharton School of the University of Pennsylvania in 1960.
Anthony Bossone
Chief Financial Officer of Atlantic-Pacific Capital, Inc.
Anthony Bossone has been CFO of Atlantic-Pacific Capital, Inc. since May 2003. Atlantic-Pacific Capital is the largest independently-owned global placement agent dedicated to raising capital for alternative investment funds and direct private placements. Previously, Mr. Bossone was the Assistant Controller at SAC Capital Advisors where he was responsible for the hedge fund’s accounting, reporting and analysis functions. Prior to joining SAC Capital, Mr. Bossone was an Equity Trader for Schonfeld Securities. Before Schonfeld, he was an Audit Manager for PricewaterhouseCoopers, where he spent the first six years of his career auditing financial services companies. He earned a Bachelor of Science in Business and Economics from Lehigh University and holds the Certified Public Accountant designation.
Bruce Lavine, CFA
President & Chief Operating Officer of WisdomTree
Bruce Lavine has been President and Chief Operating Officer of WisdomTree since May 2006. Prior to this, he spent 10 years with Barclays Global Investors (BGI), primarily in its exchange-traded funds business. During his tenure at BGI, Bruce held various leadership positions including: Head of Europe, CFO and Director of New Product Development for Barclays iShares. Prior to joining BGI, Bruce worked as a plan sponsor helping to manage the assets of the Bristol-Myers Squibb pension plan. He earned a BS and an MBA from the University of Virginia and holds the Chartered Financial Analyst designation.
Jarrett Lilien
Jarrett Lilien has nearly 25 years of executive and operational experience in the investment management industry. Mr. Lilien joined E*TRADE FINANCIAL in August 1999 and became President and COO in March 2003. Lilien was named Acting CEO in November 2007 in order to develop and implement a comprehensive turnaround plan. Prior to these roles, Mr. Lilien served as Chief Brokerage Officer and President, E*TRADE Securities. Prior to joining E*TRADE, he co-founded TIR Holdings, a global institutional stock broker, for which he served 10 years as its Chief Executive Officer. TIR Holdings was acquired by E*TRADE in August 1999. Prior to TIR, he held various positions at Paine Webber and Autranet, a former division of Donaldson, Lufkin & Jenrette, Inc. Mr. Lilien holds a BA in economics from the University of Vermont.
Win J. Neuger, CFA
Chairman & Chief Executive Officer - AIG Global Investment Group, New York
Executive Vice President & Chief Investment Officer - American International Group, Inc.
Win Neuger is Chairman and CEO of AIG Global Investment Groups (AIGGIG) responsible for directing strategies on a worldwide basis. He is also an Executive Vice President and CIO for AIG. Before joining AIGGIG, he was with Bankers Trust Company, where he served both as Managing Director, Fixed Income and, subsequently, Managing Director, Global Equities. Prior to joining Bankers Trust, Win served as CIO at Western Asset Management. He was also the Head of Fixed Income at Northwestern National Bank in Minnesota. Win holds an AB from Dartmouth College and an MBA from Dartmouth's Amos Tuck Graduate School of Business as well as the CFA designation. He is a member of the New York Society of Security Analysts (NYSSA), the CFA Institute and the Council on Foreign Relations.
James D. Robinson IV
Managing Partner of RRE Ventures, LLC
Jim Robinson, Managing Partner of the venture capital firm RRE Ventures, has over 20 years of experience as an investor, banker, entrepreneur, and board member of numerous companies. Since co-founding RRE in 1994, Jim has had primary responsibility for over 30 portfolio company investments within the technology, communications and financial services sectors. Prior to establishing RRE, he was with Hambrecht & Quist Venture Capital in San Francisco, and earlier with JP Morgan & Co. Jim holds an MBA from Harvard.
Frank R. Salerno
Frank Salerno has more than two decades of experience in the investment management industry. Until 2004, he served as COO and CIO of Merrill Lynch’s America’s Institutional Division, where he managed more than $140 billion in assets for the country’s leading corporate pension, 401(k) and public retirement programs. Before joining Merrill Lynch in 1999, Frank spent 18 years with Bankers Trust where he was the CIO for its Structured Investment Management Group. Frank holds a BS from Syracuse University and an MBA from New York University.
Jonathan Steinberg
CEO of WisdomTree
Prior to establishing WisdomTree, Jonathan founded, and served as Chairman and CEO of Individual Investor Group, Inc. From 1998 to 2004, he held the role of editor-in-chief of Individual Investor and Ticker magazines. Before his entrepreneurial accomplishments, Jonathan was an analyst in the Mergers & Acquisitions division at Bear, Stearns & Co. Inc. He attended The Wharton School at University of Pennsylvania, and is the author of Midas Investing, published by Random House in 1996.
