WBI Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

WBI Investments, LLC is a leading provider of investment management solutions, with a longstanding commitment to helping financial professionals optimize their clients' financial outcomes. By combining innovative technology, research-driven strategies, and exceptional service, WBI empowers advisors and institutions to create and maintain successful investment portfolios tailored to the unique needs and preferences of their clients. For more information visit wbiinvestments.com.

Past performance does not guarantee future results. 
WBI is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about WBl's advisory operations, services, conflicts of interest and fees are in the Form ADV, which is available upon request or on the SEC's website at www.adviserinfo.sec.gov. 

Important disclosures: http://wbiinvestments.com/social-media-disclosure

Find WBI employees' phone numbers or email addresses

WBI Global Highlights

Location
Employees

North America
36

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  • United States Of America
    35
  • Canada
    1

Asia
16

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  • India
    9
  • Pakistan
    3
  • Indonesia
    2
  • Russian Federation
    1
  • China
    1

Europe
10

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  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Germany
    2
  • Belgium
    1
  • Netherlands
    1
  • Albania
    1
  • France
    1
  • Romania
    1

Africa
2

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  • Burkina Faso
    2

WBI's Leadership

  • Stylized image of a person
    D. S.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    S. O.
    Ceo
    Phone icon
  • Stylized image of a person
    T. C.
    COO
    Phone icon
  • Stylized image of a person
    E. H.
    Chief Technology Officer
    Phone icon
  • Stylized image of a person
    K. M.
    Chief Compliance Officer And General Counsel
    Phone icon
  • Stylized image of a person
    A. S.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    A. H.
    President
    Phone icon
  • Stylized image of a person
    M. S.
    Co-Chief Executive Officer
    Phone icon

WBI Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Business Development
  • Other

Contact profiles from WBI

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. S.
    Co-Chief Executive Officer
    Phone icon
    United StatesNew Jersey
    Mar 06, 2026
  • Stylized image of a person
    D. S.
    Chief Executive Officer
    Phone icon
    United StatesNew Jersey
    Jul 16, 2024
  • Stylized image of a person
    E. H.
    Chief Technology Officer
    Phone icon
    United StatesNew Jersey
    Mar 23, 2026
  • Stylized image of a person
    K. M.
    Chief Compliance Officer And General Counsel
    Phone icon
    United StatesNew Jersey
    Feb 18, 2026
  • Stylized image of a person
    A. S.
    Chief Marketing Officer
    Phone icon
    United StatesNew York
    Jan 23, 2026
  • Stylized image of a person
    D. W.
    Owner
    Phone icon
    United StatesFlorida
    Oct 17, 2025
  • Stylized image of a person
    A. H.
    President
    Phone icon
    Mar 19, 2026
  • Stylized image of a person
    T. C.
    COO
    Phone icon
    United StatesNew Jersey
    Feb 01, 2024
  • Stylized image of a person
    S. O.
    Ceo
    Phone icon
    United StatesMaryland
    Mar 24, 2026
  • Stylized image of a person
    P. T.
    Owner
    Phone icon
    IndiaNCT
    Sep 10, 2025

Frequently Asked Questions

What is WBI known for?

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WBI was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in Red Bank, New Jersey 07701 United States; you can contact the main corporate office by phone at . Explore WBI's company overview page for more information.

What is WBI's most common email format?

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WBI employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WBI email formats with LeadIQ.

How many employees does WBI have currently?

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WBI has approximately 82 employees as of March 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are WBI's key employees and leadership?

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As of March 2026, WBI's key employees include:

  • Chief Executive Officer: D. S.
  • Ceo: S. O.
  • COO: T. C.
  • Chief Technology Officer: E. H.
  • Chief Compliance Officer And General Counsel: K. M.

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