Don Schreiber
Algemeen Directeur bij WBI Investments, Inc.
Profiel
Mr. Donald R.
Schreiber, Jr., is a Founder, CEO & Co-Portfolio Manager at WBI Investments, Inc. He is also a Chief Executive Officer of The Hartshorne Group and Millington Securities.
Mr. Schreiber has led WBI since founding the firm in 1984.
Fiduciary responsibility and global business building strategy are at the forefront of his leadership.
He has focused company resources on developing WBI’s proprietary time-tested investment approach, seeking to provide wealth-building investment strategies with low volatility, low correlation, and an optimal blend of bear market capital preservation and bull market return.
He continues to push the envelope of investing across the firm’s product lines – separately managed accounts, mutual funds, and exchange-traded funds – as shown in the evolution of WBI’s SMA product into a tactical and tax-efficient SMA (the Enhanced SMA).
In his past career Mr. Schreiber held the position of Principal at Cetera Advisors LLC.
He earned a Bachelor of Science in Business Finance from Susquehanna University and is a Certified Financial Planner (CFP).
Actieve functies van Don Schreiber
| Bedrijven | Functie | Begin |
|---|---|---|
WBI Investments, Inc.
 WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Algemeen Directeur | 01-01-1984 |
Hartshorne Group LLC
 Hartshorne Group LLC Investment ManagersFinance Hartshorne Group LLC brings innovative financial planning and investment solutions to clients by pairing human advice with advanced technology. The private company is based in Little Silver, NJ. The company uses a tool called Cy to determine clients' personal loss tolerance, calculate their return needs to achieve their goals, and create a custom portfolio to help them get there. | President | 01-04-2008 |
| Advisor Toolbox, Inc. | President | 01-07-2005 |
Absolute Shares Trust
 Absolute Shares Trust Investment Trusts/Mutual FundsMiscellaneous Absolute Shares Trust is an open-end investment company that consists of separate investment portfolios, which includes WBI AbsoluteCore Shares Global SMID Growth ETF, WBI AbsoluteCore Shares Global SMID Value ETF, WBI AbsoluteCore Shares Global SMID Yield ETF, WBI AbsoluteCore Shares Global SMID Select ETF, WBI AbsoluteCore Shares Global Large Growth ETF, WBI AbsoluteCore Shares Global Large Value ETF, WBI AbsoluteCore Shares Global Large Yield ETF, WBI AbsoluteCore Shares Global Large Select ETF, WBI AbsoluteCore Shares Tactical Bond ETF and WBI AbsoluteCore Shares Tactical High Income ETF. The company is headquartered in Little Silver, NJ. | Algemeen Directeur | - |
Millington Securities, Inc.
 Millington Securities, Inc. Investment ManagersFinance Millington Securities, Inc. is an ETF adviser headquartered in Red Bank, New Jersey. The firm was founded by Charles G. Millington in 2008. They are a subsidiary of WBI Tech Holdings LLC, which is owned by WBI Holdco, Inc. Millington Securities provides advisory services to, among other clients, a series of exchange traded funds (ETFs) and a series of mutual funds for institutional money managers. | Algemeen Directeur | 01-12-2013 |
Eerdere bekende functies van Don Schreiber
| Bedrijven | Functie | Einde |
|---|---|---|
Cetera Advisors LLC
 Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Corporate Officer/Principal | 01-01-2005 |
Opleiding van Don Schreiber
| Susquehanna University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
WBI Investments, Inc.
WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Finance |
Cetera Advisors LLC
Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions. | Finance |
Hartshorne Group LLC
Hartshorne Group LLC Investment ManagersFinance Hartshorne Group LLC brings innovative financial planning and investment solutions to clients by pairing human advice with advanced technology. The private company is based in Little Silver, NJ. The company uses a tool called Cy to determine clients' personal loss tolerance, calculate their return needs to achieve their goals, and create a custom portfolio to help them get there. | Finance |
| Advisor Toolbox, Inc. | |
Absolute Shares Trust
Absolute Shares Trust Investment Trusts/Mutual FundsMiscellaneous Absolute Shares Trust is an open-end investment company that consists of separate investment portfolios, which includes WBI AbsoluteCore Shares Global SMID Growth ETF, WBI AbsoluteCore Shares Global SMID Value ETF, WBI AbsoluteCore Shares Global SMID Yield ETF, WBI AbsoluteCore Shares Global SMID Select ETF, WBI AbsoluteCore Shares Global Large Growth ETF, WBI AbsoluteCore Shares Global Large Value ETF, WBI AbsoluteCore Shares Global Large Yield ETF, WBI AbsoluteCore Shares Global Large Select ETF, WBI AbsoluteCore Shares Tactical Bond ETF and WBI AbsoluteCore Shares Tactical High Income ETF. The company is headquartered in Little Silver, NJ. | Miscellaneous |
Millington Securities, Inc.
Millington Securities, Inc. Investment ManagersFinance Millington Securities, Inc. is an ETF adviser headquartered in Red Bank, New Jersey. The firm was founded by Charles G. Millington in 2008. They are a subsidiary of WBI Tech Holdings LLC, which is owned by WBI Holdco, Inc. Millington Securities provides advisory services to, among other clients, a series of exchange traded funds (ETFs) and a series of mutual funds for institutional money managers. | Finance |
