We are excited to welcome Wendy Ehrlich to the MarketReader advisory board. Wendy is a seasoned sales leader with more than 40 years of distribution experience in the financial services industry. Her insights and expertise will significantly boost MarketReader’s ability to tap into new sales channels and cater more effectively to the needs of financial advisors and brokers. 

Wendy’s career includes a notable 32-year tenure at OppenheimerFunds, where she served as a Senior Advisor Consultant supporting advisors in New York. She was also an original member of Oppenheimer’s National Accounts department. Prior to OppenheimerFunds, Wendy honed her skills as a financial advisor at both Gruntal & Company and E. F. Hutton. Additionally, she was an Advisory Board Member to American Portfolios, an independent Broker/Dealer, prior to their acquisition by Osaic.

Wendy holds a B.S. in Business Management from the University of Buffalo and an M.B.A. in Finance from New York University. She has also earned the CRPC® designation and holds Series 6, Series 63, and NYS Life Insurance/Annuities licenses.

“Advisors’ ears will perk up when they learn about a web-based technology that enhances client relationships and is a tremendous time saver to boot! MarketReader uses AI technology to provide concise real-time summaries of both specific equity moves and the macro factors affecting them. 

Plug in a ticker, and out pops real-time answers in user-friendly language that can be passed on to clients.” 

Wendy Ehrlich, February 20, 2024 

MarketReader looks forward to collaborating with Wendy to bring AI-powered market insights to clients in the financial advisory space. 

Jens Nordvig, MarketReader Co-founder and CEO, commented, 

“Financial advisors need a way to efficiently create high-quality, bespoke content to engage their clients. Advisors are busy, and often do not have the time to actively monitor markets. We are offering a different solution: a tool that helps advisors create content easily and quickly. This allows advisors to spend their valuable time engaging directly with their clients at a personal level, while MarketReader does all the analysis of markets for them”

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