Joseph Wilkinson
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Joseph Wilkinson Email & Phone Number

Managing Director at Westbourne Investment Advisors, Inc. at Westbourne Investment Advisors, Inc.
Location: Reva, Virginia, United States 12 work roles 3 schools
1 work email found @westbourneinvadvisors.com 3 phones found area 201 and 443 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email j****@westbourneinvadvisors.com
Direct phone (201) ***-****
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Role
Managing Director at Westbourne Investment Advisors, Inc.
Location
Reva, Virginia, United States
Company size

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Quick answer

Joseph Wilkinson is listed as Managing Director at Westbourne Investment Advisors, Inc. at Westbourne Investment Advisors, Inc., a with 2 employees, based in Reva, Virginia, United States. AeroLeads shows a work email signal at westbourneinvadvisors.com, phone signal with area code 201, 443, and a matched LinkedIn profile for Joseph Wilkinson.

Joseph Wilkinson previously worked as Managing Director at Westbourne Investment Advisors, Inc. and Senior Vice President - Investor Relations at Sito Mobile Ltd.. Joseph Wilkinson holds Mba, International Business - Sellinger School Of Management from Loyola University Maryland.

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{first}@westbourneinvadvisors.com
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Profile bio

About Joseph Wilkinson

After more than 3 decades as a front-line financial executive for several high-profile public companies (CSX, Nextel Communications, XM Satellite Radio, Iridium, Deltek, Millennial Media, SITO Mobile), Joe Wilkinson transitioned into private wealth management as Managing Director of Westbourne Investment Advisors. Westbourne Investment Advisors in an independent fiduciary {Registered Investment Advisory (RIA) firm}, helping clients manage their long-term financial objectives. Investment Objective: To preserve and enhance the wealth and purchasing power of clients via a Value investing approach with a long-term time horizon (5+ years). Asset allocation is critical to long-term investment results.Personalized Suitability: We review and monitor client investment objectives to determine suitable asset allocation. Key factors in portfolio construction include a client’s age, income/liquidity requirements, income tax status, estate planning objectives, and risk toleranceFinancial Consultant: As an independent advisor we provide financial consulting beyond investment management. Here are a few financial matters on which we’ve helped clients:Retirement PlanningEstate Planning and TrustsBuying, Selling, and Valuing BusinessesMortgage StrategiesPledged Asset Lines of CreditCharitable Giving – Donor Advised Funds (DAFs)College Savings PlanningIf you have a financial topic you’d like to discuss, it is likely we have experience with it or can refer to someone who does (e.g., Tax planning, Estates, Wills).

Listed skills include Crisis Communications, Competitive Analysis, Strategic Planning, Press Releases, and 41 others.

Current workplace

Joseph Wilkinson's current company

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Westbourne Investment Advisors, Inc.
Westbourne Investment Advisors, Inc.
Managing Director at Westbourne Investment Advisors, Inc.
bethesda, maryland, united states
Employees
2
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12 roles

Joseph Wilkinson work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

Maryland/Virginia

​Westbourne Investment Advisors, Inc. is a Registered Investment Advisor (RIA) providing a personalized approach to developing and managing client investment portfolios. We are an independent fiduciary firm taking a holistic approach to financial management.Prior to managing a portfolio we review a client's investment goals and return objectives to determine a suitable asset allocation. Key factors in portfolio construction include client's age, income requirements, income tax picture, estate planning objectives, and risk tolerance.

Jan 2018 - Present

Senior Vice President - Investor Relations

Led Investor Relations Efforts at SITO Mobile (NASDAQ: SITO) - A mobile engagement platform----Mobile Media, Advertising Technology (Adtech), Internet, Big Data, Programmatic Platform, Real-Time Bidding, location-based advertising, measurement, attribution, data as a service (DaaS), marketing technology (Martech), Business Intelligence, Proxy Contest

Jan 2016 - Aug 2017

Vice President - Investor Relations

Baltimore, Maryland Area

Led Investor Relations efforts at MM (NYSE) - Millennial Media is the leading independent mobile advertising platform company, supporting the world’s top brands and mobile content providers. The company's unique data and technology assets enable its clients to connect with their target audiences as they move across screens, media, and moments. Instrumental in cultivating and maintaining strong relationships with both buy and sell side analysts from IPO, through several strategic acquisitions and culminating with a sale to AOL/Verizon. --- ---- Mobile, Media, Advertising Technology (Adtech), Internet, Programmatic Platform.

Jul 2013 - Nov 2015

Vice President - Investor Relations

Lead Investor Relations @ Deltek, the leading provider of enterprise applications software built specifically for project-focused businesses. Recurring Revenue, Subscription, SaaS.

Nov 2010 - Nov 2012

President

Kingfisher Capital Strategies, Llc

Kingfisher Capital Strategies provides investor relations/financial communications consulting services.- Building and maintaining relationships with the investment community- Creating visibility- Clearly communicating your company's results and providing insights on the factors that are important and influential to the investment community.- Facilitating creation and recognition of key value drivers. More than two decades experience in front-line, high profile communications positions - background in finance, accounting, line management, audit and business advisory services.

Sep 2008 - Nov 2010

Vice President - Investor Relations

• Managed a team of four investor relations professionals• Front-line, day-to-day contact and relationship management with top shareholders and sell side analysts; concerning financial modeling, near-term and long-term operating and regulatory issues• Managed the quarterly earnings release process – Script, Press Release and “Q and A” preparation• Prepared and presented at numerous of high-profile investor conferences, analyst days and road shows • Conveyed investor sentiment and counseled XM senior management on strategy formulation• Re-designed the external financial statements to increase the depth and transparency

Oct 2005 - Sep 2008

Senior Director - Investor Relations

• Directed the investor relations program for both debt and equity, buy and sell side analysts• Managed the investor communications efforts for multiple high-profile debt and equity issuances, swaps and buy-backs• Re-designed the external financial statements to increase their breadth, depth and transparency – this effort received significant positive recognition from the investment community as well as multiple awards for the Nextel Investor Relations program:o First Place Team for Best IR by Institutional Investor Magazine, 2005o Nominee for Grand Prix for Best Overall IR, Investor Relations Magazine and Barron’s Magazine, 2004o Nominee for Best IR Officer, Investor Relations Magazine and Barron’s Magazine, 2004

Jun 2001 - Oct 2005

Vice President - Investor Relations

Nextel International

• Guided the investor communications efforts for an attempted IPO by Nextel’s International division. These efforts continued at the parent company (Nextel Communications) related to this subsidiary’s eventual re-capitalization.

Oct 2000 - Jun 2001

Assistant Vice President - Investor Relations

• Led the investor relations department; working with the CEO, John Snow, (former Secretary of Treasury) for this international transportation company.• Built and maintained close working relationships with Wall Street equity analysts and major shareholders by communicating the company’s strategies, tactics, current events and financial results

Jul 1996 - Oct 2000

Market Manager - Puerto Rico Trade

Sea-Land Services, Inc. (Container Shipping Subsidiary Of Csx)

• Managed transportation service offering, including: market segmentation, product/service development and implementation• Directed pricing and operating strategy, capital planning and deployment• Led the yield management program; allocating assets to best meet business needs and to achieve maximum profitability – improved returns on capital and margins dramatically

Jan 1995 - Jul 1996

Manager -Audit And Advisory Services

Csx

• Lead a twenty member operational audit team successfully completing numerous international audit and advisory service projects improving business efficiency; resulting in $10’s of millions in savings• Designed a joint-venture shipping service for the West coast of Central America• Led re-engineering studies of and improvements to numerous operational and financial processes

May 1988 - Jan 1995

Auditor

Arthur Andersen & Company

• Performed risk analysis based financial audits from large public to small privately-owned companies

Jul 1986 - Apr 1988
3 education records

Joseph Wilkinson education

Mba, International Business - Sellinger School Of Management

Activities and Societies: Seminars in: International Marketing - "The Institutional Model" Future Trends ("Futurology") -- The study.

Education record

Eleanor Roosevelt Hs
FAQ

Frequently asked questions about Joseph Wilkinson

Quick answers generated from the profile data available on this page.

What company does Joseph Wilkinson work for?

Joseph Wilkinson works for Westbourne Investment Advisors, Inc..

What is Joseph Wilkinson's role at Westbourne Investment Advisors, Inc.?

Joseph Wilkinson is listed as Managing Director at Westbourne Investment Advisors, Inc. at Westbourne Investment Advisors, Inc..

What is Joseph Wilkinson's email address?

AeroLeads has found 1 work email signal at @westbourneinvadvisors.com for Joseph Wilkinson at Westbourne Investment Advisors, Inc..

What is Joseph Wilkinson's phone number?

AeroLeads has found 3 phone signal(s) with area code 201, 443 for Joseph Wilkinson at Westbourne Investment Advisors, Inc..

Where is Joseph Wilkinson based?

Joseph Wilkinson is based in Reva, Virginia, United States while working with Westbourne Investment Advisors, Inc..

What companies has Joseph Wilkinson worked for?

Joseph Wilkinson has worked for Westbourne Investment Advisors, Inc., Sito Mobile Ltd., Millennial Media (Acquired By Aol/Verizon), Deltek (Acquired By Pvt. Equity Firm Thoma Bravo), and Kingfisher Capital Strategies, Llc.

Who are Joseph Wilkinson's colleagues at Westbourne Investment Advisors, Inc.?

Joseph Wilkinson's colleagues at Westbourne Investment Advisors, Inc. include Scot Labin, Cfa.

How can I contact Joseph Wilkinson?

You can use AeroLeads to view verified contact signals for Joseph Wilkinson at Westbourne Investment Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Joseph Wilkinson attend?

Joseph Wilkinson holds Mba, International Business - Sellinger School Of Management from Loyola University Maryland.

What skills is Joseph Wilkinson known for?

Joseph Wilkinson is listed with skills including Crisis Communications, Competitive Analysis, Strategic Planning, Press Releases, Sec Compliance, M&A Experience, Investor Relations, and Capital Markets.

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