Matthew Lloyd
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Matthew Lloyd Email & Phone Number

Director at WisdomTree Asset Management at WisdomTree Asset Management
Location: New York City Metropolitan Area, United States 7 work roles 2 schools
1 work email found @wisdomtree.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@wisdomtree.com
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Current company
WisdomTree Asset Management
Role
Director at WisdomTree Asset Management
Location
New York City Metropolitan Area, United States
Company size
173 employees

Who is Matthew Lloyd? Overview

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Quick answer

Matthew Lloyd is listed as Director at WisdomTree Asset Management at WisdomTree Asset Management, a with 173 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at wisdomtree.com and a matched LinkedIn profile for Matthew Lloyd.

Matthew Lloyd previously worked as Director at Wisdomtree Asset Management and Associate Director at Wisdomtree Asset Management. Matthew Lloyd holds Bachelor’S Degree, Economics, Graduated from Penn State University.

Company email context

Email format at WisdomTree Asset Management

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{first_initial}{last}@wisdomtree.com
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AeroLeads found 1 current-domain work email signal for Matthew Lloyd. Compare company email patterns before reaching out.

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Profile bio

About Matthew Lloyd

Strong finance professional with a Bachelor’s Degree focused in Economics from Penn State University.

Listed skills include Leadership, Microsoft Office, Microsoft Word, Microsoft Powerpoint, and 9 others.

Current workplace

Matthew Lloyd's current company

Company context helps verify the profile and gives searchers a useful next step.

WisdomTree Asset Management
Wisdomtree Asset Management
Director at WisdomTree Asset Management
new york, new york, united states
Website
wisdomtree.com
Employees
173
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Company profile
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7 roles

Matthew Lloyd work experience

A career timeline built from the work history available for this profile.

Brokerage Investment Professional

Vanguard

Malvern, Pennsylvania

• Creates efficient investment solutions for prospective and current Vanguard clients appropriate for each individual utilizing client relationship management skills maintaining a professional attitude at all times. • Obtained Series 7 and 63 licenses• Serves as liaison between Personal Advisor Servicing team and clients through effective CRM and communication skills. o Generate Business Development Leads for Personal Advisor Serviceso Conduct brokerage transactions for managed client

Jul 2017 - Aug 2018

Wealth Management Intern

Oppenheimer & Co. Inc.

Red Bank, New Jersey

• Utilized effective interpersonal skills resulting in generating promising leads for brokers at the firm• Demonstrated competency in use of computer programs and databases Programs including Microsoft Office and Bloomberg Terminals

Dec 2016 - Jan 2017

Intern

Benchmark Planning Group

Red Bank, New Jersey

• Focused on creating portfolios that would outline the company's plan to specialize in customizing insurance benefit packages for businesses and individuals.

Jun 2012 - Aug 2012
Team & coworkers

Colleagues at WisdomTree Asset Management

Other employees you can reach at wisdomtree.com. View company contacts for 173 employees →

HB Harley Brennan Harley Brennan Colleague at Wisdomtree Asset ManagementLondon, England, United Kingdom View → CJ Colleen Jones Colleen Jones Colleague at Wisdomtree Asset ManagementNew York, United States View → JF Jon Flynn Jon Flynn Colleague at Wisdomtree Asset ManagementNarberth, Pennsylvania, United States View → AO Andrew Okrongly Andrew Okrongly Colleague at Wisdomtree Asset ManagementUnited States View → RS Reis Shimabukuro Reis Shimabukuro Colleague at Wisdomtree Asset ManagementNew York, United States View → MM Matthew Mailman Matthew Mailman Colleague at Wisdomtree Asset ManagementNew York, United States View → LM Loraine Mcevoy Loraine Mcevoy Colleague at Wisdomtree Asset ManagementPhoenixville, Pennsylvania, United States View → BZ Billy Zolga, Cima® Billy Zolga, Cima® Colleague at Wisdomtree Asset ManagementNewport, Rhode Island, United States View → JP Jeanine Peticca (Briotte) Jeanine Peticca (Briotte) Colleague at Wisdomtree Asset ManagementNew York, United States View → DM Deyu Mao Deyu Mao Colleague at Wisdomtree Asset ManagementRizhao, Shandong, China View →
2 education records

Matthew Lloyd education

Bachelor’S Degree, Economics, Graduated

Penn State University

Activities and Societies: Phi Gamma Delta, Penn State Microfinance Club, Snowboard Club I have been an active member of my fraternity, Phi.

High School, Finance, General

Red Bank Regional High School

Activities and Societies: Future Business Leaders of America, National Honor Society, National English Honor Society, Environmental Club.

FAQ

Frequently asked questions about Matthew Lloyd

Quick answers generated from the profile data available on this page.

What company does Matthew Lloyd work for?

Matthew Lloyd works for WisdomTree Asset Management.

What is Matthew Lloyd's role at WisdomTree Asset Management?

Matthew Lloyd is listed as Director at WisdomTree Asset Management at WisdomTree Asset Management.

What is Matthew Lloyd's email address?

AeroLeads has found 1 work email signal at @wisdomtree.com for Matthew Lloyd at WisdomTree Asset Management.

Where is Matthew Lloyd based?

Matthew Lloyd is based in New York City Metropolitan Area, United States while working with WisdomTree Asset Management.

What companies has Matthew Lloyd worked for?

Matthew Lloyd has worked for Wisdomtree Asset Management, Lincoln Financial Group, Vanguard, Oppenheimer & Co. Inc., and Benchmark Planning Group.

Who are Matthew Lloyd's colleagues at WisdomTree Asset Management?

Matthew Lloyd's colleagues at WisdomTree Asset Management include Harley Brennan, Colleen Jones, Jon Flynn, Andrew Okrongly, and Reis Shimabukuro.

How can I contact Matthew Lloyd?

You can use AeroLeads to view verified contact signals for Matthew Lloyd at WisdomTree Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Matthew Lloyd attend?

Matthew Lloyd holds Bachelor’S Degree, Economics, Graduated from Penn State University.

What skills is Matthew Lloyd known for?

Matthew Lloyd is listed with skills including Leadership, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Time Management, Sales, and Management.

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