Corporate Board Profile
Tech Score: 13/100
1 mention(s) identify JONATHAN STEINBERG as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| WisdomTree, Inc. | 2017-05-01 | Mr. Steinberg, together with Luciano Siracusano, was responsible for the creation and development of our proprietary index methodology. In connection with the Company’s strategic investment in November 2016 in AdvisorEngine, Inc., a B2B full enterprise wealth management technology platform, Mr. Steinberg joined AdvisorEngine’s Board of Directors. | Co-created and developed the company's proprietary index methodology and involved in a strategic investment in a technology platform; indicates technical and software-related skills. |
| Filing Date | Source Excerpt |
|---|---|
| 2012-06-12 | Mr. Steinberg attended The Wharton School of Business at the University of Pennsylvania. |
| 2016-04-29 | Mr. Steinberg founded our Company and has served as our Chief Executive Officer since October 1988... He attended The Wharton School of Business at the University of Pennsylvania. |
| 2017-05-01 | Mr. Steinberg, together with Luciano Siracusano, was responsible for the creation and development of our proprietary index methodology. In connection with the Company’s strategic investment in November 2016 in AdvisorEngine, Inc., a B2B full enterprise wealth management technology platform, Mr. Steinberg joined AdvisorEngine’s Board of Directors. |
| 2018-04-30 | Mr. Steinberg founded and has served as our Chief Executive Officer since October 1988 and since August 2012, he has also served as our President. He has been a member of our Board of Directors since October 1988, serving as Chairman of the Board of Directors from October 1988 to November 2004. He also served as Editor-in-Chief of Individual Investor and Ticker, two magazines formerly published by the Company. Mr. Steinberg, together with Luciano Siracusano, is responsible for the creation and development of our proprietary index methodology. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc. in 1996. He attended The Wharton School of Business at the University of Pennsylvania. |
| 2019-04-30 | Jonathan Steinberg founded and has served as our Chief Executive Officer since October 1988 and since August 2012, he has also served as our President. He has been a member of our Board of Directors since October 1988, serving as Chairman of the Board of Directors from October 1988 to November 2004. He also served as Editor-in-Chief of Individual Investor and Ticker, two magazines formerly published by the Company. Mr. Steinberg is responsible for the creation and development of our proprietary index methodology. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc. in 1996. He attended The Wharton School of Business at the University of Pennsylvania. We believe Mr. Steinberg’s qualifications to serve on the Board of Directors include his extensive knowledge of our business, his experience in founding and developing our fundamentally weighted index methodology, as well as his corporate and strategic vision, which provide strategic guidance to the Board. As our Chief Executive Officer and President, Mr. Steinberg provides essential insight and guidance to the Board from a management perspective. |
| 2020-04-29 | Mr. Steinberg attended The Wharton School of Business at the University of Pennsylvania. He is responsible for the creation and development of our proprietary index methodology but no mention of software or programming skills. |
| 2021-04-30 | Jonathan Steinberg founded WisdomTree and has served as Chief Executive Officer since October 1988 and as President from August 2012 to September 2019. He has been a member of the Board of Directors since October 1988, serving as Chairman of the Board of Directors from October 1988 to November 2004. He also served as Editor-in-Chief of Individual Investor and Ticker, two magazines formerly published by the Company. Mr. Steinberg is responsible for the creation and development of our proprietary index methodology. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc., in 1996. In connection with our strategic investment in December 2019 in Securrency, Inc., a technology company focused on blockchain-based financial services infrastructure, Mr. Steinberg joined Securrency’s Board of Directors. He attended The Wharton School of Business at the University of Pennsylvania. |
| 2022-06-10 | Jonathan Steinberg is the founder and CEO, responsible for the creation and development of proprietary index methodology. He attended The Wharton School of Business at the University of Pennsylvania. |
Data sourced from SEC filings. Last updated: 2025-08-30