Joe Schwartzbach

Head Of Model Portfolio Sales And Distribution at WisdomTree

Joe Schwartzbach is an experienced financial professional currently serving as the Head of Model Portfolio Sales and Distribution at WisdomTree Asset Management since June 2020. Prior to this role, Joe spent over 13 years at Merrill Lynch in various positions, including Vice President of External Investment Advisory Specialist, where Joe drove annual multi-billion dollar net sales goals across multiple markets and conducted branch office meetings to enhance sales. Joe also excelled as a Vice President in several capacities, providing training and support to financial advisors, achieving significant market goals, and facilitating the introduction of new investment platforms. Joe holds a Bachelor's degree in Economics from Rutgers University, obtained between 2001 and 2005.

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