Kevin Flanagan

Market Strategist at WisdomTree Asset Management, Inc.

Finance

Consumer Services

Profile

Mr. Kevin Flanagan is a Head of Fixed Income Strategy at WisdomTree Asset Management, Inc. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs.
In addition, he works closely with the fixed income team.
Prior to joining WisdomTree, he spent 30 years at Morgan Stanley, where he was most recently a Managing Director.
He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities.
He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models.
Mr. Flanagan has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.

Kevin Flanagan active positions

Companies	Position	Start
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.	Market Strategist	2015-12-31

All active positions of Kevin Flanagan

Former positions of Kevin Flanagan

Companies	Position	End
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).	Market Strategist	2011-12-31

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Training of Kevin Flanagan

Joseph I. Lubin School of Business	Masters Business Admin
Fairfield University	Undergraduate Degree

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Private companies	2
Morgan Stanley Smith Barney LLC Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).	Finance
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