Wisdom Financial - A Tradition of Excellence
Wisdom Financial Inc. Senior Executives
Shane Wisdom
Shane Wisdom brings over 14 years of commodity trading experience to Wisdom Financial, Inc. Mr. Wisdom has held positions as an account executive, trader, portfolio manager, and Commodity Trading Advisor in the commodity futures industry.
Mr. Wisdom began his career in futures in 1994 as an associated person with Margil Capital Management, an introducing broker to RB&H Financial Services, where he was responsible for executing trading orders for clients accounts. After 3 years as a retail broker he joined Trade Center, Inc. an introducing broker to Refco, LLC and established himself as the senior trader and top producing portfolio manager within the company. During his employment at Trade Center, Inc. Mr. Wisdom was responsible for executing orders for quantitative trading systems, managing client accounts, and maintaining a support staff of traders, customer service representatives, and back office personnel. In 2003, Mr. Wisdom formed Wisdom Financial, Inc., an independent introducing broker with multiple clearing relationships to provide a wider range of services to CTA’s/CPO’s, high net worth individuals, corporations, and family offices around the world. Today, Shane actively assists clients in creating structured portfolios within the managed futures space and consulting with CTAs’ and CPO’s to help launch new products and provide necessary infrastructure.
Shane Wisdom has been a member of the National Futures Association (NFA) and has been registered with the Commodity Futures Trading Commission (CFTC) since October 1994. Mr. Wisdom resides in Newport Beach, Ca. with his wife Angela and their two boys Evan, and Ethan. Mr. Wisdom is an active outdoorsman and a dedicated family man.
Shane Wisdom
Wisdom Financial, Inc.
800.854.8203 Toll Free
949.548.2021 Intl.
949.548.1995 Fax
Futures and options trading involve substantial risk.
