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 CTA's 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.
Shane Wisdom
Wisdom Financial, Inc.
800.854.8203 Toll Free
949.548.2021 Intl.
949.548.1995 Fax
Angela Wisdom
Having over 13 years of experience in financial industry gives Angela Wisdom, Vice President of Wisdom Financial, the experience and education to provide superior service and investment advice to her clientele. Previous to being licensed in the futures industry Mrs. Wisdom held several licenses in the securities industry as a manager for a major firm on Wall Street. Her previous experience in the securities industry as an advisor specializing in financial planning allows her to take a more full service approach with her clients.
In the futures industry Mrs. Wisdom focuses on long term investing for the future and retirement planning as well. Mrs. Wisdom works with clients on their entire investment portfolio, helping to evaluate which investments will map the way to their specific goal. Mrs. Wisdom uses both mechanical trading systems and managed CTA accounts to meet her clients' needs. Diversification and risk management are the two key components to all of her client portfolios.
As Vice President of Wisdom Financial Mrs. Wisdom contributes to the learning and education of every account executive insuring that each client is handled with the highest level of service and investment expertise. While she continues to educate brokers, she is always available to her clients and prospective clients for consultation and can be reached at:
angela(at)wisdomfinancialinc.com
Direct toll free: 800-854-8203
International: 949-548-2021
Zachary Oxman
As Registered Series 3 commodities broker since 2000, Zachary Oxman specializes in proprietary systems trading execution and managed futures funds placement. Using his thorough experiences in the investment world allows him to provide a complete picture of the commodities markets and how they can work in your personal portfolio.
Zachary is highly experienced in trade execution, he acts as trader to various types of entities such as Commodity Trading Advisors (CTA's), Commodity Pool Operator (CPO's) as well as individuals and corporations wishing to trade their own proprietary systems. His services begin with trade execution and encompass the overall system management; including the downloading of data, placement of trades, risk management and stop monitoring. Supporting such platforms as TradingBlox, Mechanica, TradeStation, TS 2000i, and TS Versions 8.x+, Zachary is capable of executing any client's systems on a daily/nightly basis.
Zachary is a member of the Market Technicians Association (MTA), and is currently pursuing his CMT (Chartered Market Technician) certification.
For clients not interested in trading but rather diversification into managed futures Zachary provides solid, sound advice as to where their money should be invested. Having placed equity with numerous CTA's has given him an edge to better assist his clients with finding the right CTA.
Graduating from the University of California in an accelerated program has provided Zachary with a strong educational background focusing in Business Economics emphasizing in Finance and Econometrics.
If you are interested in contacting Zachary please email or telephone the number below.
Zach(at)wisdomfinancialinc.com
Direct toll free: 866-430-1245
Mobile/International: 949-874-8477
AOL Instant Messenger - notheld31
Skype Available: Zacharyoxman