Bruce I. Lavine
Chief Executive Officer at Alphatrai Funds, Inc.
Profile
Bruce I.
Lavine is currently the Chief Executive Officer at Alphatrai Funds, Inc., President & Chief Operating Officer at WisdomTree Trust, and Chief Operations Officer at Devoe & Co. He previously served as the Chief Executive Officer at 55 Institutional Partners LLC from 2016 to 2017, Independent Director at WisdomTree, Inc. from 2007 to 2022, Director-New Product Development at BlackRock Fund Advisors, Financial Associate at Bristol Myers Squibb Co. from 1991 to 1994, President & Chief Operating Officer at WisdomTree Asset Management, Inc., Senior Manager-Business Planning at Sequel, Inc. from 1995 to 1998, and President & Chief Operating Officer at WisdomTree Brazilian Real Strategy Fund.
Lavine received his undergraduate and MBA degrees from the University of Virginia.
Bruce I. Lavine active positions
Companies | Position | Start |
---|---|---|
WisdomTree Trust
WisdomTree Trust Investment Trusts/Mutual FundsMiscellaneous WisdomTree Trust is a registered investment company that consists of separate investment portfolios called funds. Each Fund is an exchange-traded fund. | President | - |
Devoe & Co.
Devoe & Co. Miscellaneous Commercial ServicesCommercial Services Devoe & Co. is a consulting firm and investment bank that specializes in providing guidance to wealth management companies. The private company is based in San Francisco, CA. The company's team offers unbiased advice on business strategy, mergers and acquisitions, succession planning, and valuation. | Chief Operating Officer | - |
Alphatrai Funds, Inc.
Alphatrai Funds, Inc. Investment ManagersFinance Alphatrai Funds, Inc. is a private company based in Corte Madera, CA. Alphatrai Funds, Inc. was founded in 2018 by Andreas Roell. The CEO is Bruce I. Lavine. | Chief Executive Officer | - |
Former positions of Bruce I. Lavine
Companies | Position | End |
---|---|---|
WISDOMTREE, INC. | Director/Board Member | 2022-01-11 |
55 Institutional Partners LLC
55 Institutional Partners LLC Financial ConglomeratesFinance 55 Institutional Partners LLC provides investment services. The company was founded by Vinay Balagopal Nair and Lee T. Kranefuss and is headquartered in New York, NY. | Chief Executive Officer | 2017-04-30 |
Sequel, Inc.
Sequel, Inc. Information Technology ServicesTechnology Services Part of Flex Ltd., Sequel, Inc. is a company that provides notebook computer and liquid crystal display repair service. The company is based in San Jose, CA. The company was founded by Stephen Manning. Sequel was acquired by Solectron Corp., part of Flex Ltd. from October 01, 2007 on July 16, 1999. | Corporate Officer/Principal | 1997-12-31 |
BRISTOL-MYERS SQUIBB COMPANY | Corporate Officer/Principal | 1993-12-31 |
WisdomTree Asset Management, Inc.
WisdomTree Asset Management, Inc. Investment ManagersFinance WisdomTree Asset Management, Inc. (WisdomTree) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Jonathan Steinberg in 2005 and is a subsidiary of WisdomTree, Inc. (NYSE: WT). WisdomTree acts as an investment adviser to the separate series of the WisdomTree Trust (WisdomTree ETFs or the Funds), an open-end management investment company registered as an investment company under the 1940 Act. | President | - |
Training of Bruce I. Lavine
University of Virginia | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 2 |
---|---|
BRISTOL-MYERS SQUIBB COMPANY | Health Technology |
WISDOMTREE, INC. | Miscellaneous |
Private companies | 8 |
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WisdomTree Trust
WisdomTree Trust Investment Trusts/Mutual FundsMiscellaneous WisdomTree Trust is a registered investment company that consists of separate investment portfolios called funds. Each Fund is an exchange-traded fund. | Miscellaneous |
WisdomTree Asset Management, Inc.
WisdomTree Asset Management, Inc. Investment ManagersFinance WisdomTree Asset Management, Inc. (WisdomTree) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Jonathan Steinberg in 2005 and is a subsidiary of WisdomTree, Inc. (NYSE: WT). WisdomTree acts as an investment adviser to the separate series of the WisdomTree Trust (WisdomTree ETFs or the Funds), an open-end management investment company registered as an investment company under the 1940 Act. | Finance |
Sequel, Inc.
Sequel, Inc. Information Technology ServicesTechnology Services Part of Flex Ltd., Sequel, Inc. is a company that provides notebook computer and liquid crystal display repair service. The company is based in San Jose, CA. The company was founded by Stephen Manning. Sequel was acquired by Solectron Corp., part of Flex Ltd. from October 01, 2007 on July 16, 1999. | Technology Services |
BlackRock Fund Advisors
BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Finance |
WisdomTree Brazilian Real Strategy Fund | Miscellaneous |
Devoe & Co.
Devoe & Co. Miscellaneous Commercial ServicesCommercial Services Devoe & Co. is a consulting firm and investment bank that specializes in providing guidance to wealth management companies. The private company is based in San Francisco, CA. The company's team offers unbiased advice on business strategy, mergers and acquisitions, succession planning, and valuation. | Commercial Services |
55 Institutional Partners LLC
55 Institutional Partners LLC Financial ConglomeratesFinance 55 Institutional Partners LLC provides investment services. The company was founded by Vinay Balagopal Nair and Lee T. Kranefuss and is headquartered in New York, NY. | Finance |
Alphatrai Funds, Inc.
Alphatrai Funds, Inc. Investment ManagersFinance Alphatrai Funds, Inc. is a private company based in Corte Madera, CA. Alphatrai Funds, Inc. was founded in 2018 by Andreas Roell. The CEO is Bruce I. Lavine. | Finance |
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