Money Manager Research: Money manager articles and resources to help you manage your wealth and retirement.

Blogger Bio

Joseph Wombacher

Investment Policy Committee Member

Joseph Wombacher serves currently as the manager of the operations department and as a member of the Investment Policy Committee. Prior to this role, Mr. Wombacher worked as a wealth advocate, providing client service and compliance.

Prior to WrapManager, he served as a market maker on the Pacific Exchange floor, where he facilitated the trading of over 200 issues. His previous experience includes working in the West Coast office of a major proprietary securities trading firm as supervisor of its equity trading operations. Mr. Wombacher holds numerous licenses, including a Series 7 General Securities Representative license, the Series 65 Investment Advisor Representative, Series 24 General Securities Principal, Series 63 Uniform Securities Agent State Law, Series 55 Equity Trader Limited Representative, and Series 4 Registered Options Principal licenses.

Mr. Wombacher began his career working for a Broker/Dealer in the Client Services Department, focused on developing new client relationships. He was promoted into the Operations and Trading Departments, where he managed existing client accounts and oversaw the institutional trading desk.

Mr. Wombacher graduated with honors from the University of Oregon, with a B.A. in Economics. He is the father of one and enjoys spending time with his family. Additionally, Mr. Wombacher is an avid fisherman, surfer, snowboarder and college football fan.


2010 Posts by Joseph Wombacher

Wall Street Expected to Celebrate the Resurgence of Private Sector - Navellier & Associates
7/27/2010 08:24 am
Churchill's Number 1 Rule: Don't Allow Our Portfolios To Get Smashed
7/21/2010 09:41 am
Investment Review and Outlook, July 2010 - Abner, Herrman and Brock
7/13/2010 01:03 pm
Lazard Asset Management - Domestic Economic and Market Outlook Third Quarter 2010
7/9/2010 01:11 pm
Congress Asset Management - Economic and Market Outlook Third Quarter 2010
7/7/2010 08:28 am
No Double Dip, FinReg Lowers GDP, and California is Not Greece - Lord Abbett
6/30/2010 02:46 pm
BlackRock's Scoreboard - How Their 2010 Predictions Are Doing
6/30/2010 08:13 am
Navigate the Stormy Investment Climate with Neuberger Berman's June Update
6/17/2010 08:22 am
Federated Investors Tells You Why Telecom Stocks Look So Good
6/11/2010 12:01 pm
Better Than You Think - US Employment Data with Alliance Bernstein
6/9/2010 09:13 am
Federated Investors - Consumer Spending in April
5/26/2010 03:35 pm
The Weak Recovery We Have Been Expecting - Lord Abbett
5/24/2010 08:26 am
Neuberger Berman - Spring 2010 Commentary
5/17/2010 06:59 am
Alliance Bernstein - Capital Markets Outlook, Spring 2010
5/7/2010 10:05 am
Roosevelt Investment Group - April 2010 Commentary
4/30/2010 08:53 am
Avatar Associates - April 2010 Commentary
4/26/2010 07:18 am
Calamos Investments - April 2010 Commentary
4/16/2010 08:28 am
Emerson Investment Management - February 2010 Market Insight
3/9/2010 02:35 pm
Churchill Management Group - Market Perspective, February 2010
2/25/2010 01:32 pm
Macquarie Allegiance Capital - January 2010 Market Commentary
2/16/2010 11:05 am
Atalanta Sosnoff Capital - Fourth Quarter 2009 Update and Outlook for 2010
2/12/2010 12:09 pm

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