Jeff Benoit
Jeff joined the firm 2000 and is the Director of Taft-Hartley Consulting. Working with the firm’s team of consultants, he provides investment consulting services by giving advice and information on the manager search process, fund selection for portfolios and overall investment management. Jeff leads our Taft-Hartley Business Council. Prior to this, Jeff was president of an advisory division of LaSalle Street Securities, L.L.C. He obtained the title of Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business. Jeff has been a guest speaker at several national conferences related to Taft-Hartley services. He is also on the Advisory group to the annual Made in America conference which is dedicated to providing ongoing education to the Taft-Hartley community.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
