At Wisdom Trading, we have set up our business in a lean structure made up of experienced professionals, always here to help you. Our structure allows us to be more reactive, focused on delivering the best trading services. What this means is that you’ll be able to build a personal relationship with the staff at Wisdom Trading, dedicated to your trading success and well aware of your situation and account or system set-up.
Clearly, you are interested in the continuing success of your clients. Your attention to personal service is outstanding. – R. Borreson
Here are our key team members:
Shane founded Wisdom Trading in 2003. He oversees all of the trading and systematic execution services for Wisdom Trading, assists clients in creating structured portfolios within the managed futures and systematic trading space and consulting with CTAs and CPOs to help launch new products and provide necessary infrastructure.
Shane brings 20 years of futures trading experience to Wisdom Trading. Shane has held positions as an account executive, trader, portfolio manager, and Commodity Trading Advisor in the futures industry.
Shane 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. Shane 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 – now Wisdom Trading – as an independent introducing broker with multiple clearing relationships to provide a wider range of services to CTAs/CPOs, high net worth individuals, private traders, corporations, and family offices around the world.
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 is the most responsive broker with whom I have ever traded. – W. Chestnut
Having known Shane Wisdom for 5+ years, i can highly recommend him for outstanding professionalism and market knowledge. – R. Gratton
Shane Wisdom is a great broker! – Alan Pryor
Having co-founded Wisdom Trading, Angela oversees all of the administrative aspects of the business. Her biggest strength is client relationships and customer assistance for both investors and licensed funds & CTAs. Angela’s goal is to be able to provide the very best customer service with up to date knowledge in the industry. Making sure that Wisdom Trading clients are at the clearing firm that best suit their needs with an investment that best suits their goals is another area of focus for Angela.
Angela brings a wealth of knowledge from the securities side – heavily focused on regulation and customer service. Her areas of expertise cover account management, total investment portfolio consultation, back office management for traders, corporate, offshore and retirement account structures, fund and CTA set up compliance, customer relations.
Angela Wisdom previously worked for Morgan Stanley Dean Witter holding several licenses as a financial advisor and Branch Manager. In her role there, Anglea assisted clients with trading, retirement and estate planning with a focus on wealth accumulation and preservation.
Angela Wisdom has been licensed in the financial industry since 1997. You might come across Angela at industry conferences and trade shows, which she likes to frequent.
Angie Wisdom’s personalized customer service and prompt execution is best-in-class. She is a great professional. It has been a real comfort to know Angie was always there when I needed help over the last two years. – Paul C. V.
At the heart of our trading operations is our trading team. Available 24 hours a day, our trading clerks have strong experience in dealing with domestic and global markets average of 14 years experience in the execution business). Bulk orders, streamlined give up process and risk management are available services. Please read more about our trading desk.
Shane and his team have a strong knowledge and experience of all these exotic markets – M. Tacconi
Wisdom Trading has an excellent team of systematic trading professionals. They are very knowledgeable and provide our clients with outstanding execution and excellent customer service. – John Tolan