Joseph Wombacher serves currently as the manager of the operations department and as a member of the Investment Policy Committee. Prior to this role, Mr. Wombacher worked as a wealth advocate, providing client service and compliance.
Prior to WrapManager, he served as a market maker on the Pacific Exchange floor, where he facilitated the trading of over 200 issues. His previous experience includes working in the West Coast office of a major proprietary securities trading firm as supervisor of its equity trading operations. Mr. Wombacher holds numerous licenses, including a Series 7 General Securities Representative license, the Series 65 Investment Advisor Representative, Series 24 General Securities Principal, Series 63 Uniform Securities Agent State Law, Series 55 Equity Trader Limited Representative, and Series 4 Registered Options Principal licenses.
Mr. Wombacher began his career working for a Broker/Dealer in the Client Services Department, focused on developing new client relationships. He was promoted into the Operations and Trading Departments, where he managed existing client accounts and oversaw the institutional trading desk.
Mr. Wombacher graduated with honors from the University of Oregon, with a B.A. in Economics. He is the father of two and enjoys spending time with his family. Additionally, Mr. Wombacher is an avid fisherman, surfer, snowboarder and college football fan.