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Our Client Results

WTB&A represents portfolio managers, analysts and executives who are thought leaders in their industries and provide articulate and insightful commentary. Products span mutual funds, institutional products and alternative investment vehicles including global macro strategies, hedge funds and funds of hedge funds. Asset classes include global equity and global fixed income, derivatives, futures, CBOs and REITs.


Although our core specialization is financial services firms, we also work with emerging growth companies and Fortune 500 corporations. Additionally, we have experience with representation of authors and book publicity.


Please see below for a summary of recent media highlights and placements for WTB&A's clients.

The CEO of an investment management firm specializing in MBS and ABS investments was featured on CNBC's Futures Now. 

The portfolio manager of a dividend stock strategy was featured in Barron's regarding his unique approach to dividend stock selection.  

The director of equities at an asset management firm was quoted in the Wall Street Journal regarding US economic data.

April 2017

March 2017

A portfolio manager for a large cap strategy was quoted in CNNMoney about the stock market rally.

A fixed income portfolio manager was quoted in Bloomberg story regarding a Microsoft bond deal. 

The managing director of a private equity team was quoted regarding the outlook for private equity.  

February 2017

December 2016

January 2017

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