WisdomTree, the exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor, has named Morgan Lee as its Head of Distribution for WisdomTree’s European operations.
Mr. 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. In his time with the company since 2006, Mr. 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, Mr. Lee worked in Business Development at iShares – at the time, Barclays Global Investors. Previous to that, Mr. Lee worked in a similar Business Development role at Franklin Templeton Group.
He 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,” said 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.”
Mr. Lee will be supported by dedicated sales teams covering France, Germany, Italy, the Netherlands, the Nordics, Switzerland and the UK.