Glenn Caldicott
888-204-9833
Gary Pinkston
COO
405-235-5766
[email protected]
Jeff Suyematsu
Broker-Dealer Sales
800-767-1729 ext. 7360
[email protected]
Michelle Lee Guilmette
Broker-Dealer Services
800-767-1729 ext. 7380
[email protected]
Tom Gainey
Eastern Division Sales
800-767-1729 ext. 7363
[email protected]
Bob Helmuth
Senior Vice President Stakeholder Relations
800-767-1729 ext. 7364
[email protected]
Martha Schuman
Vice President Western Division
805-450-7365
[email protected]
Terry Lilienfield
Western Regional Sales Representative
800-767-1729 ext. 7320
[email protected]
Don Suskind
ETF Product Manager
949-720-6420
[email protected]
Taylor Ames
630-868-7145
[email protected]
Jason Schoepke
Chief Marketing Officer
630-868-7107
[email protected]
Jeffery Omdahl
825-689-5276
[email protected]
Jay Verish
Director – Internal Sales
610-981-6227
[email protected]
Carl Resnick
Manager Director, Portfolio Strategist
310-296-5216
[email protected]
Kelly Ryan, National Accounts Manager
617-786-3000
Robert Trumbull, ETF Consultant
212-259-3255
Matthew Quigley
Internal Wholesaler
720-917-0785
[email protected]
Paul Hrabal
President, CIO
866-663-3863 ext. 465
[email protected]
Ryan Chaplinski, Sales Executive
480-713-4386
Rick Genoni, ETF Product Manager
610-669-6758
Gregory Sabol, Financial Advisor Services Group
800-997-2798
David Abner
Director of Institutional ETF Sales and Trading
917-267-3773
Ross Newman
Institutional ETF Sales
917-267-3772
Greg Nicolls
Regional Associate
212-918-4751
Broker-Dealer Sales Team
Pacific North – Jamie Denitto
Regional Director
415-990-1493
[email protected]
Pacific South – Jason Williams
Regional Director
310-318-8076
[email protected]
Midwest – Alisa Maute
Regional Director
312-526-3951
[email protected]
Southwest – Brian Goodmond
Regional Associate
917-267-3701
[email protected]
Northeast – Reed Williams
Regional Director
781-665-3222
[email protected]
New York Metro – Andrew Cohen
Regional Associate
917-267-3705
[email protected]
Mid-Atlantic – Dan Doischen
Regional Director
301-515-3163
[email protected]
Southeast – Brian Goodmond
Regional Associate
917267-3701
[email protected]
Registered Investment Advisor Sales Team
West – Morgan Lee
Regional Director
925-949-8084
[email protected]
Central – Will Abbott
Regional Director
303-377-6440
[email protected]
Northeast – Greg Nicolls
Regional Director
917-267-3723
[email protected]
East – Chris Murray
Regional Director
609-641-2580
[email protected]
RIA Internal Sales Team
RIA – Central
Matthew Brewer
Senior Regional Associate
917-267-3745
[email protected]
RIA – West
Jason Taylor
Regional Associate
917-267-3722
[email protected]
RIA – Northeast/East
Ryan Clark
Regional Associate
917-267-3778
[email protected]
Brokerages
1-800-435-4000
For ETF Inquiries:
Reza Abcari
Syndicate Manager
415-667-7755
[email protected]
Trading Desk
1-800-711-5503
Joseph Agresto
9490437-4219
[email protected]
1-800-619-7283, ext. 3178
800-669-3900, ext. 4301
ETF Distributors
Foreside Financial
Christopher Lanza
Managing Director, ETF Services
207-553-7145
[email protected]
Alternate Liquidity Providers
StreetOne Financial is another alternate liquidity provider that not only helps advisors get their trades executed efficiently, but they go the extra mile to work with RIAs and portfolio managers to assist them in finding the ETF that gives the exposure they’re seeking, as well as provide daily technical market commentary and actionable ETF trade ideas. Contact StreetOne at 855-713-3837 or email Paul Weisbruch at [email protected].
WallachBeth is an agency broker-dealer that sources liquidity by linking up institutional clients with an expansive liquidity network, who compete for the orders that cross their desk. The winner is the corresponding best bid or offer. The company’s ETF desk was formed out of a desire to quell growing advisor fear and misconceptions about certain ETFs.
Contact either Scott Saunders or Andrew McOrmond, Managing Directors of ETF Sales and Trading, at WallachBeth at (646) 237-8588.
David Abner, Director of Institutional ETF Sales and Trading
917-267-3773
Greg Nicolls, Regional Associate
212-918-4751
NASDAQ will supply liquidity providers to anyone who needs one. For more information, advisors can write to [email protected].
If you are a broker, alternate liquidity provider or an ETF provider who would like your trading desk information listed here, please leave a comment below or send us an email.