World Investment Advisors (formerly Pensionmark) Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across more than 100 U.S. locations that supports $72.7B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. 

Meet the management team: https://worldadvisors.com/management-team

Find an Advisor: https://worldadvisors.com/find-an-advisor

*As of 12/31/2024, the World Investment Advisors network of advisors and firms collectively provides support to over $72.7 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $56.2 billion.

Find World Investment Advisors (formerly Pensionmark) employees' phone numbers or email addresses

World Investment Advisors (formerly Pensionmark) Global Highlights

North America
266

United States Of America
266

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Poland
1

South America
1

Colombia
1

World Investment Advisors (formerly Pensionmark)'s Leadership

C. S.
Chief Executive Officer
Mobile Phone
Email
K. R.
Chief Financial Officer
Mobile Phone
Email
A. E.
Chief Compliance Officer
Mobile Phone
Email
J. C.
Chief Of Compliance
Mobile Phone
Email
M. G.
Vice President Of Wealth Management
Mobile Phone
Email
J. B.
Vice President Client Services
Mobile Phone
Email
N. G.
Vp Retirement Consultant
Mobile Phone
Email
E. W.
President
Mobile Phone
Email

Contact profiles from World Investment Advisors (formerly Pensionmark)

Name

Title

Contact Info

Location

Last Update

P. T.
Vp, Wealth Advisor And Investments
Mobile Phone
Email
United States
Oct 25, 2025
L. Y. H.
Svp, Wealth Platforms & Partnerships
Mobile Phone
Email
United StatesMassachusetts
Oct 27, 2025
K. M.
Vp, Ria Operations
Mobile Phone
Email
United StatesSouth Carolina
Oct 27, 2025
J. C.
Chief Of Compliance
Mobile Phone
Email
Jan 11, 2024
B. T.
Senior Vice President, Compliance
Mobile Phone
Email
United StatesFlorida
Oct 24, 2025
B. W.
Vp, Wealth Management Advisor
Mobile Phone
Email
United StatesTexas
Sep 10, 2025
B. A.
Associate Vice President Of Wealth Management
Mobile Phone
Email
United StatesTexas
Nov 17, 2025
C. U.
Vice President, Investments
Mobile Phone
Email
United StatesNew York
Oct 23, 2025
R. A.
Vice President, Investments
Mobile Phone
Email
United States
Nov 15, 2025
J. B.
Vice President Client Services
Mobile Phone
Email
United StatesTennessee
Jan 11, 2024

Frequently Asked Questions

What is World Investment Advisors (formerly Pensionmark) known for?

World Investment Advisors (formerly Pensionmark) was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 24 East Cota Street, Suite 200. Explore World Investment Advisors (formerly Pensionmark)'s company overview page for more information.

What is World Investment Advisors (formerly Pensionmark)'s most common email format?

World Investment Advisors (formerly Pensionmark) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more World Investment Advisors (formerly Pensionmark) email formats with LeadIQ.

How many employees does World Investment Advisors (formerly Pensionmark) have currently?

World Investment Advisors (formerly Pensionmark) has approximately 501 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are World Investment Advisors (formerly Pensionmark)'s key employees and leadership?

As of December 2025, World Investment Advisors (formerly Pensionmark)'s key employees include:

Chief Executive Officer: C. S.
Chief Financial Officer: K. R.
Chief Compliance Officer: A. E.
Chief Of Compliance: J. C.
Vice President Of Wealth Management: M. G.

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