Jeffery Capone
Managing Director
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.
