Our Mission: To Grow & Protect Capital

At WBI, we believe preserving capital to unleash the powerful benefits of compounding is the most important element of a successful investment approach. That’s why we have spent nearly 35 years building best-in-class retirement solutions for investors. Our unique, comprehensive wealth-management strategies aim to help investors achieve their life and wealth goals. Founded in 1984, WBI seeks to TAME THE BEAR and RUN WITH THE BULL.

WBI’s headquarters are located in Red Bank, New Jersey. The firm ADV can be found here.


Milestones

WBI was founded in 1984 as Wealth Builders, Inc. In 1992, WBI introduces the first of its proprietary separately managed account strategies. The company offering investment management services and wholesale distribution begins to officially operate as today's WBI in 2006. WBI celebrated its 30th anniversary and launched 10 actively managed ETFs in 2014.

Leadership

Image is not available
DON SCHREIBER, JR.
Founder, CEO
Image is not available
MATTHEW E. SCHREIBER
President, Chief Investment Strategist
Image is not available
ROBERT CONFESSORE, CFP®
Vice President
Image is not available
STEVEN VAN SOLKEMA, CFA
Chief Investment Officer, Co-Portfolio Manager
Image is not available
ANN SCHREIBER
Chief Marketing Officer
Image is not available
MATTHEW BROMBERG, ESQ.
General Counsel
Image is not available
TRACEY CRESPO
Chief Operating Officer
Image is not available
ERIC HEDENBURG
Chief Technology Officer
Image is not available
MELISSA BEUTHER
Chief of Staff
Image is not available
MATTHEW WOEHNKER
Vice President of Business Development
Image is not available
CYNTHIA R. STROIK, ESQ.
Chief Compliance Officer
Image is not available
JOE MERLO
Director of Sales
Slider
Don Schreiber, Jr.: FOUNDER, CEO
MATTHEW E. SCHREIBER: PRESIDENT, CHIEF INVESTMENT STRATEGIST
ROBERT CONFESSORE, CFP: VICE PRESIDENT
Steven Van Solkema, CFA: CHIEF INVESTMENT OFFICER, CO-PORTFOLIO MANAGER
Ann Schreiber: CHIEF MARKETING OFFICER
Matthew Bromberg, ESQ.: GENERAL COUNSEL
Tracey Crespo: CHIEF OPERATING OFFICER
Eric Hedenburg: CHIEF TECHNOLOGY OFFICER
Melissa Beuther: CHIEF OF STAFF
MattEW Woehnker: VICE PRESIDENT OF BUSINESS DEVELOPMENT
CYNTHIA R. Stroik, ESQ.: CHIEF COMPLIANCE OFFICER
Joe Merlo: DIRECTOR OF SALES
Slider