Wedbush Fund Advisers launched in 2024 to build on Wedbush’s 70-year legacy of market insight, innovation, and client trust. Our mission is to design forward-thinking investment strategies that reflect the evolving nature of markets and investor priorities. With a sharp focus on the themes shaping today’s global economy, we aim to deliver ETF solutions that are relevant, differentiated, and rooted in real-world insight. Backed by a seasoned team with decades of asset management experience, we’re committed to building a trusted platform that expands Wedbush’s tradition of excellence into the next era of investment innovation.
Our mission is to provide unparalleled investment products and services, grounded in a tradition of excellence and forward-looking innovation. We prioritize integrity, client success, and a relentless pursuit of growth opportunities.
Carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in the Fund’s statutory and summary prospectuses, which may be obtained at WedbushFunds.com. Read the prospectus carefully before investing.
Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.
Wedbush Funds are distributed by Foreside Fund Services, LLC.
Chief Operating Officer & General Counsel
Matthew (Matt) Bromberg is Chief Operating Officer & General Counsel at Wedbush Fund Advisers, LLC. He has extensive experience in ETFs and mutual funds, as well as separately managed accounts, robo-advisory and wrap fee programs. In various in-house roles, Matt has been responsible for providing legal counsel relating to registration, day-to-day operation, regulation of investment advisers and investment companies and related matters. Matt also has substantial experience with respect to broker-dealer activities under the federal securities laws, SRO rules and other relevant laws, including ERISA. Additionally, he served as counsel to a global custodian and provided strategic counsel to executive managers relating to corporate governance, human resources, operational and accounting matters, intellectual property and disputes. In private practice, at various nationally recognized law firms, Matt has represented financial institutions in transactional and regulatory matters with a focus on investment advisers, registered public funds, private investment funds, banks, and broker-dealers.Matt graduated from the University at Albany with a B.A. in Business Administration (B.A.B.A.) and earned his J.D. from Brooklyn Law School, specializing in Banking, Corporate, Finance, and Securities Law.
He is admitted to practice law in New York and is also Senior Vice President, Corporate Counsel at Wedbush Securities, an affiliate of Wedbush Fund Advisers, LLC.
Chief Investment Officer
Cullen Rogers is Chief Investment Officer at Wedbush Fund Advisers, LLC. In his role he leads the team responsible for portfolio oversight, trading execution, and strategy development, and serves as the portfolio manager for the exchange-traded funds (ETFs).
Prior to joining Wedbush, Cullen served as Chief Investment Officer and Portfolio Manager at Ascendant Advisors, where he led the management of actively traded mutual fund strategies, specializing in U.S. equities and opportunistic credit, after beginning his career as an analyst at Salient Partners (now Westwood Group). Additionally, he has developed and implemented multiple quantitative investment frameworks and systematic trading platforms within the fintech investment management space.
Cullen holds a FINRA Series 65 and received his B.B.A. from the University of Texas at Austin. He is also Chief Investment Officer of Qapital Invest, LLC, a registered investment adviser and affiliate of Wedbush Fund Advisers, LLC.
Chief Financial Officer
Daniel (Dan) Billings is Chief Financial Officer at Wedbush Fund Advisers, LLC. With over two decades of experience within financial services, Dan’s extensive background has included roles within accounting, treasury, financial reporting, and regulatory accounting. Prior to joining Wedbush, Dan served in multiple positions over the course of 15 years at Jefferies, including Vice President, Treasury, Senior Vice President, High Yield Trading Controller, and Senior Vice President, General Ledger Controller. He began his career as Audit Manager at KPMG US, where his clients included SEC registrants, asset managers, registered broker dealers, and precious metals brokers.
Dan currently holds his CPA and FINRA Series 27 license and earned his Bachelor of Science Degree in Accounting from Pepperdine University. He also is Executive Vice President and Chief Financial Officer at Wedbush Securities, an affiliate of Wedbush Fund Advisers, LLC.
Chief Compliance Officer
Erin Preston is Chief Compliance Officer at Wedbush Fund Advisers, LLC. She has significant experience engaging and partnering with senior leadership and multiple business lines to create a strong, flexible and innovative regulatory compliance environment. Prior to joining Wedbush, Erin was the Chief Compliance Officer with nabSecurities, the US broker-dealer of National Australia Bank, where she was responsible for the broker-dealer compliance and regulatory risk management program. Previously holding Chief Compliance Officer roles and senior legal roles in the broker-dealer and registered investment advisory industries, Erin specializes in the design and implementation of compliance programs in a fast-paced regulatory environment.
Erin graduated with Honors from The Ohio State University, with an B.A. in International Relations, and holds a law degree from Elizabeth Haub School of Law (Evening Division). She is licensed to practice law in New York and Connecticut and holds FINRA Series 7, 24, 63, and 99. Erin is a Certified Anti-Money Laundering Specialist (CAMS) and holds the Advanced Certification in Risk Management from ACAMS. She also serves as Senior Vice President and Chief Compliance Officer at Wedbush Securities, an affiliate of Wedbush Fund Advisers, LLC.
