Top 10 Investment Management Companies in Red Bank

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Below is the list of Top 10 Investment Management Companies in Red Bank ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Red Bank

1. Wbi

Industry: Investment Management

Location: Red Bank, New Jersey

Website: wbiinvestments.com

Company Founded: 1984

Company Size: 11-50

Company Address: 331 Newman Springs Road, Red Bank, New Jersey, United States

Wbi Contact Details

Name Title LinkedIn Phone Email
Richard Kundracik Director Business Development Tamp Solutions
Steven Van Solkema President And Chief Investment Officer
Travis Dufner Regional Director
Eric Hedenburg Chief Technology Officer
Cynthia Bonna Chief Compliance Officer And The Hartshorne Group, Llc
Nicole Christie Marketing Communications
Robert Morgan Regional Director
Requires/Intent and 1 more Employees
AI
Legal
and more

2. Lucas Capital Management, Llc

Industry: Investment Management

Location: Red Bank, New Jersey

Website: lucascapital.com

Company Founded: 1996

Company Size: 1-10

Company Address: 2 Bridge Avenue, Red Bank, New Jersey, United States

Lucas Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Bruce Severance Portfolio Manager
Ralf Sellig Principal
Kathleen Heine Office Manager And Pwm Client Service
Kathleen Heine Office Manager And Pwm Client Service
Russell Lucas Principal At Lucas Capital
Requires/Intent
Accounting
Advertising
Data Security
Market Research
and more

3. Blueshift Asset Management, Llc

Industry: Investment Management

Location: Red Bank, New Jersey

Website: blueshift.am

Company Size: 11-50

Company Address: 151 Bodman Place, Red Bank, New Jersey, United States

Blueshift Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Alyse Jensen Office Manager, Executive Assistant
Corey Dean Vice President
Requires/Intent
Sales
Mobile App Development
and more

4. Delta Capital Management

Industry: Investment Management

Location: Red Bank, New Jersey

Website: delta-capital.com

Company Size: 1-10

Company Address: 1 Harding Road, Red Bank, New Jersey, United States

Delta Capital Management Contact Details

Name Title LinkedIn Phone Email
Larry Menzel National Sales Director
Anthony Cavlov Portfolio Manager
Requires/Intent
Tax Optimization For Investments
Market Research
and more

5. Brightview Capital Management

Industry: Investment Management

Location: Red Bank, New Jersey

Website: brightviewcm.com

Company Founded: 2014

Company Size: 1-10

Company Address: 331 Newman Springs Road, Red Bank, New Jersey, United States

Brightview Capital Management Contact Details

Name Title LinkedIn Phone Email
Michael Kerris Portfolio Manager
Requires/Intent
Portfolio Management Solutions
M&A Advisory
and more

6. Newport Wealth Management, Llc

Industry: Investment Management

Location: Red Bank, New Jersey

Website: newportwealthmanagement.com

Company Founded: 2011

Company Size: 1-10

Company Address: 125 Half Mile Road, Red Bank, New Jersey, United States

Newport Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Karl Koester Managing Partner
Requires/Intent
Financial Due Diligence
Market Research
Technology
AI-Based Credit Risk Assessment
and more
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Red Bank Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Richard Kundracik Wbi Director Business Development Tamp Solutions
2 Steven Van Solkema Wbi President And Chief Investment Officer
3 Travis Dufner Wbi Regional Director
4 Eric Hedenburg Wbi Chief Technology Officer
5 Cynthia Bonna Wbi Chief Compliance Officer And The Hartshorne Group, Llc
6 Nicole Christie Wbi Marketing Communications
7 Robert Morgan Wbi Regional Director
8 Bruce Severance Lucas Capital Management, Llc Portfolio Manager
9 Ralf Sellig Lucas Capital Management, Llc Principal
10 Kathleen Heine Lucas Capital Management, Llc Office Manager And Pwm Client Service
11 Kathleen Heine Lucas Capital Management, Llc Office Manager And Pwm Client Service
12 Russell Lucas Lucas Capital Management, Llc Principal At Lucas Capital
13 Alyse Jensen Blueshift Asset Management, Llc Office Manager, Executive Assistant
14 Corey Dean Blueshift Asset Management, Llc Vice President
15 Larry Menzel Delta Capital Management National Sales Director
16 Anthony Cavlov Delta Capital Management Portfolio Manager
17 Michael Kerris Brightview Capital Management Portfolio Manager
18 Karl Koester Newport Wealth Management, Llc Managing Partner

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