Brad Shepard (Past Speaker)

As WisdomTree’s Head of Advisor Innovation, Brad works with financial advisors to challenge conventional thinking and uses research and technology to help advisors grow. Whether it’s acquiring new clients or connecting more deeply with existing clients, Brad challenges advisors to think differently about the future of wealth management.  In 2017, Brad joined WisdomTree after his company Kredible – a data-driven marketing and practice management company – was acquired by AdvisorEngine, of which WisdomTree has a significant minority ownership. Today, WisdomTree and AdvisorEngine work together to deliver cutting-edge solutions to financial advisors.

As a founder of three companies, Brad has been an entrepreneurial thinker throughout his career. At Kredible, Brad built a business based on a passionate belief that online presence plays a large role in driving successful results. Instead of guessing, the Kredible team performed scientific research to discover the most effective way for professionals to build credibility online.

Before Kredible, Brad founded Monumental Innovation (a firm dedicated to innovation and new-business development within Fortune 500 companies) and Innovar Collective (which specializes in business process design). He began his professional career with Arthur Andersen in business consulting and then moved on to Ernst & Young to help restart their advisory services practice. Brad also believes in community service and in this spirit founded Innovar Cares, a charity that offers consulting services to nonprofits. Brad received a BA in Business Administration from Middle Tennessee State University and his MBA in Information Systems Management from Tennessee Technological University.