Jeffrey Capone
Managing Director, Institutional Advisory
Jeff services institutional clients by providing advice and counsel on all areas of fiduciary oversight, including investment manager review, portfolio construction, fee benchmarking, and vendor search/selection. Jeff has relationship responsibilities across a variety of defined contribution and endowment clients. He joined the firm in 2009. Prior to joining the firm, he was a Credit Analyst at Hartford Investment Management Company and a Vice President in Bank of America’s Global Treasury Management Division. Jeff received his MBA from Dartmouth College and his BA from Bucknell University. He serves as a board member for The Bridge Family Center, a nonprofit agency providing a broad range of services for children and families in the Greater Hartford area.
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.
