WBB Securities LLC
Steve Brozak has over 20 years of experience in the financial industry, serving as President/Managing Partner at WBB Securities LLC since 2001. Prior to that, they held the role of Lieutenant Colonel (Ret.) in the United States Marine Corps for over 20 years.
Steve Brozak completed their Bachelor's Degree in East Asian Studies (Chinese) and Political Science at Columbia University in 1982. Steve then went on to earn a Master of Business Administration (M.B.A.) in Finance from Columbia Business School in 1994. In 2016, they obtained a Doctor of Medical Humanities (DMH) degree with a specialization in Healthcare Analysis from Drew University.
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WBB Securities LLC
With offices in New Jersey, New York, and California. WBB Securities, LLC is a full-service, independent broker/dealer and registered investment adviser that is known for its insightful Investment Research & Banking covering biomedical, medical device, and life science firms. WBB's focus is to provide independent financial advisors with the tools and support necessary to serve their clients in a dynamic business environment. WBB has branches throughout the United States.. Founded in 2001, WBB remains privately-held to ensure that we continue to provide independent financial advisors with solutions-oriented, full-service operations, compliance, insurance support and the private-client experience in a low-cost platform. We serve ethical, entrepreneurial-minded financial advisors with the tools and expertise necessary to serve their clients and thrive in an increasingly challenging marketplace. Our investment banking division specializes in financial advisory M&A services covering biotechnology, medical device, and life science firms. Our head banker, Steve Brozak, is regularly quoted and published in a variety of media, including ABC News, Bloomberg, and Forbes. Our research has garnered accolades from the Financial Times/Starmine ranking system (Pharmaceuticals in 2013). The Wall Street Journal's "Best of the Street" survey 2011 (Medical Equipment & Supplies), and the Financial Times/Starmine ranking system (Biotechnology in 2010). Member FINRA/SIPC, a Registered Investment Adviser