Don Schreiber is the CEO & Co-Portfolio Manager of WBI Investments, which he founded in 1984. He continues to develop 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. Don pushes 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®). Additionally, upon WBI’s 30-year anniversary, the company reached a historic milestone with the launch of 10 actively managed exchange-traded funds, and set an industry record by raising $1 billion in assets in one day.
Don makes recurring appearances on Bloomberg, CNBC, and Fox Business. He is a Top Contributor on Financial Advisor IQ’s ThinkTank and co-hosts a podcast series, Bull | Bear Radio. He is also the successful author of two books, All About Dividend Investing (2011) and Building a World-Class Financial Services Business (2001). Don earned a Bachelor of Science in Business Finance from Susquehanna University and is a Certified Financial Planner (CFP).