David Yates
Chief Information Officer at WisdomTree Asset Management | New York, New York, United States
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David Yates serves as the Chief Information Officer at WisdomTree Asset Management, where he plays a pivotal role in shaping the firm’s technological landscape. With a focus on empowering investors through data-driven insights, David is responsible for overseeing the global technology infrastructure, cyber security, information management, and software engineering across the organization. Under his leadership, WisdomTree has successfully navigated the complexities of the financial services industry, which includes managing approximately $90 billion in assets.
One of David's standout achievements is the design and implementation of the Digital Portfolio Developer, an award-winning platform that has redefined portfolio construction and optimization for financial professionals. This innovative tool is trusted by thousands of financial advisors and institutions, enabling them to leverage advanced analytics and technology to meet their clients' investment goals effectively. David’s expertise in business strategy, financial modeling, and business transformation has been instrumental in driving WisdomTree’s digital capabilities forward, ensuring that the firm remains at the forefront of the asset management industry.
In addition to his technical acumen, David’s background in management consulting and corporate development equips him with a unique perspective on aligning technology initiatives with broader business objectives. His commitment to fostering a culture of innovation and continuous improvement positions WisdomTree as a leader in the integration of technology and finance, ultimately enhancing the investor experience and driving sustainable growth.
Chief Information Officer at WisdomTree Asset Management in March 2015 to Present
Associate Principal at McKinsey & Company in November 2009 to March 2015
Manager at Accenture in March 2005 to July 2007
IT Consultant at Bank of England in October 2002 to February 2005
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Management Consulting
Strategy
Analytics
IT Strategy
Business Strategy
Product Management
Financial Modeling
Entrepreneurship
Business Transformation
Competitive Analysis
Business Case
Business Analysis
Program Management
Valuation
Financial Services
Analysis
Mergers & Acquisitions
Corporate Development
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Discover more about WisdomTree Asset ManagementWhat is David Yates email address?
Email David Yates at [email protected] and [email protected]. This email is the most updated David Yates email found in 2026.
What is David Yates phone number?
David Yates phone number is +19179910465 and +15157794413.
How to contact David Yates?
To contact David Yates send an email to [email protected] or [email protected]. If you want to call David Yates try calling on +19179910465 and +15157794413.
What is David Yates net worth?
David Yates has an estimated net worth of $150,000 to $249,999
What company does David Yates work for?
David Yates works for WisdomTree Asset Management
What is David Yates's role at WisdomTree Asset Management?
David Yates is Chief Information Officer
What industry does David Yates work in?
David Yates works in the Financial Services industry.
David Yates Email Addresses
David Yates Phone Numbers
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