Robert Lilien
President at WISDOMTREE, INC.
Net worth: 9 M $ as of 2024-03-30
Profile
Robert Jarrett Lilien is an entrepreneur and businessperson who founded E*TRADE Institutional Securities, Inc., Bendigo Partners LLC and TIR (Holdings) Ltd. and who has been at the helm of 10 different companies. Presently, he occupies the position of Managing Partner at Bendigo Partners LLC. He is also President & Chief Operating Officer at WisdomTree Investments, Inc. and President of Jazz Foundation of America and on the board of 5 other companies. Mr. Lilien previously held the position of Chief Executive Officer of Kapitall, Inc., Chief Executive Officer & Director at Global Pari-Mutuel Services, Inc., Chief Executive Officer at E*TRADE Institutional Securities, Inc., Director at Howard Capital Management, Inc. (California), Independent Director at Virtu ITG Holdings LLC, President, Chief Executive Officer & Director at E*TRADE Financial Corp., Chief Executive Officer for Virtu ITG LLC, Chief Executive Officer of TIR (Holdings) Ltd. and President & Chief Brokerage Officer at E*TRADE Securities Ltd. Robert Jarrett Lilien received an undergraduate degree from the University of Vermont.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
WISDOMTREE, INC.
0.66% | 2024-01-28 | 999,940 ( 0.66% ) | 9 M $ | 2024-03-30 |
Robert Lilien active positions
Companies | Position | Start |
---|---|---|
WISDOMTREE, INC. | President | 2019-09-04 |
AdvisorEngine, Inc.
AdvisorEngine, Inc. Packaged SoftwareTechnology Services AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York. | Director/Board Member | 2017-10-31 |
Barton International (Australia) Pty Ltd.
Barton International (Australia) Pty Ltd. Industrial SpecialtiesProcess Industries Barton International (Australia) Pty Ltd. is an Australian company that manufactures and distributes garnet abrasives. The CEO of the private company is Robert Brand. | Director/Board Member | - |
Barton Mines Corp.
Barton Mines Corp. Industrial SpecialtiesProcess Industries Barton Mines Corp. produces garnet abrasives for waterjet cutting, coatings removal, surface preparation and other specialized applications. The company was founded by Henry Hudson Barton in 1878 and is headquartered in Glens Falls, NY. | Director/Board Member | - |
Baryshnikov Arts Center, Inc. | Treasurer | - |
Jazz Foundation of America | Chairman | - |
Vestigo Ventures LLC
Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts. | Consultant / Advisor | - |
Former positions of Robert Lilien
Companies | Position | End |
---|---|---|
VOYAGER DIGITAL LTD. | Director/Board Member | 2021-05-19 |
INVESTMENT TECHNOLOGY GROUP | Chief Executive Officer | 2016-01-14 |
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Training of Robert Lilien
University of Vermont | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 3 |
---|---|
WISDOMTREE, INC. | Miscellaneous |
VOYAGER DIGITAL LTD. | Commercial Services |
INTACT GOLD CORP. | Non-Energy Minerals |
Private companies | 17 |
---|---|
Virtu ITG Holdings LLC
Virtu ITG Holdings LLC Investment Banks/BrokersFinance Virtu ITG Holdings LLC engages in the provision of financial technology services. It operates through the following segments: Executive Services, Workflow Services, Workflow Technology, and Analytics. The Execution Services segment includes liquidity matching through POSIT, self-directed trading using algorithms, portfolio trading and single stock sales trading desks providing execution expertise, and futures and options trading. The Workflow Technology segment offers trade order and execution management software applications in addition to network connectivity. The Analytics segment covers tools enabling portfolio managers and traders to improve pre-trade, real-time and post-trade execution performance; portfolio construction and optimization decisions; and securities valuation. The company was founded by Chris A. Hynes on July 22, 1983 and is headquartered in New York, NY. | Finance |
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
Howard Capital Management, Inc. (California)
Howard Capital Management, Inc. (California) Investment ManagersFinance Howard Capital Management, Inc. is an independent wealth management firm headquartered in Los Angeles, California. The firm was founded by Harold Howard in 1974 and provides investment advice to high net-worth families and individuals, foundations, charitable entities, and endowments. | Finance |
Global Pari-Mutuel Services, Inc.
Global Pari-Mutuel Services, Inc. Finance/Rental/LeasingFinance Global Pari-Mutuel Services, Inc. develops and markets pari-mutuel wagering technology. The firm provides pari-mutuel gaming and trading hub services. The company was founded by James Allen Egide on January 27, 1997 and is headquartered in New York, NY. | Finance |
Virtu ITG LLC
Virtu ITG LLC Investment Banks/BrokersFinance Founded in 1987, ITG, Inc. is a broker/dealer headquartered in New York City. They are a subsidiary of Investment Technology Group, Inc. (NYSE: ITG). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Finance |
Kapitall Studios
Kapitall Studios Packaged SoftwareTechnology Services Kapitall, Inc. operates as an online investment platform. Its platform allows investors to learn about the market, research on stocks and funds, share investing ideas, and build virtual and real brokerage portfolios. The company was founded by Serge Kreiker, Gaspard de Dreuzy, and David Neubert in March 2008 and is headquartered in New York, NY. | Technology Services |
Barton Mines Corp.
Barton Mines Corp. Industrial SpecialtiesProcess Industries Barton Mines Corp. produces garnet abrasives for waterjet cutting, coatings removal, surface preparation and other specialized applications. The company was founded by Henry Hudson Barton in 1878 and is headquartered in Glens Falls, NY. | Process Industries |
Tradier, Inc.
Tradier, Inc. Packaged SoftwareTechnology Services Tradier, Inc. engages in the provision of brokerage and cloud-based financial services. It offers trading, real-time market data, and account opening and funding for investors, advisors, and funders. The company was founded by Dan Raju, Jeyashree Chidambaram, Peter Laptewicz, Steve Agalloco, and Jason Barry in 2012 and is headquartered in Charlotte, NC. | Technology Services |
AdvisorEngine, Inc.
AdvisorEngine, Inc. Packaged SoftwareTechnology Services AdvisorEngine, Inc. operates as a digital wealth management technology company which engages in integrating private-label robo-advice technology within a full enterprise B2B digital wealth management platform. It focuses online and traditional wealth management processes and workflows to help advisors build deeper relationships with their clients. Its open architecture platform provides fully customizable robo-advisor tools, dashboards to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The firm helps investment firms scale their existing business profitably and connect with the next generation of clients and advisors. The company was founded by David Scalzo, Rich Cancro and Vladimir Baranovin in 2014 and is headquartered in New York. | Technology Services |
E*TRADE Securities Ltd. | Finance |
TIR (Holdings) Ltd.
TIR (Holdings) Ltd. Investment Banks/BrokersFinance Part of Morgan Stanley, TIR (Holdings) Ltd. is an Irish company that provides brokerage and other financial services. The private company is based in Dublin, Ireland. The company was founded by Robert Jarrett Lilien. TIR (Holdings was acquired by E*TRADE Financial Corp. on September 07, 1999 for $122.37 million. | Finance |
Jazz Foundation of America | |
E*TRADE Institutional Securities, Inc. | Finance |
Bendigo Partners LLC
Bendigo Partners LLC Investment ManagersFinance Bendigo Partners LLC (Bendigo partners) is a private equity firm founded in 2008 by Jarrett Lilien. The firm is headquartered in New York. | Finance |
Barton International (Australia) Pty Ltd.
Barton International (Australia) Pty Ltd. Industrial SpecialtiesProcess Industries Barton International (Australia) Pty Ltd. is an Australian company that manufactures and distributes garnet abrasives. The CEO of the private company is Robert Brand. | Process Industries |
Baryshnikov Arts Center, Inc. | |
Vestigo Ventures LLC
Vestigo Ventures LLC Investment ManagersFinance Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts. | Finance |
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