WBI Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

WBI Investments, LLC operates in the financial services sector as an investment management firm serving financial professionals and institutions. It provides investment management solutions that integrate technology, research-driven strategies, and attentive client service to help build and maintain portfolios aligned with clients' goals. The firm positions itself as a mid-sized player in the investment-advisory space.

Based in Red Bank, New Jersey, WBI is a registered investment adviser, with regulatory disclosures and Form ADV available upon request or through the SEC. The company notes that past performance does not guarantee future results.

Find WBI employees' phone numbers or email addresses

WBI Global Highlights

Location
Employees

North America
42

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  • United States Of America
    41
  • 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
  • France
    1
  • Romania
    1
  • Albania
    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
  • Entertainment

Contact profiles from WBI

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Lpn
    Phone icon
    United StatesWyoming
    May 29, 2026

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 84 employees as of June 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 June 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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