Steven Dufault, CIMA®
Managing Director
Steve is responsible for thought leadership and the strategic direction of the firm’s defined contribution practice. He also leads the firm’s efforts behind the Fiduciary Governance program, Annual Defined Contribution Survey and Benchmark Study. In his role as Senior Vice President, Steve provides broad investment consulting services to the firm’s institutional clients including asset allocation, portfolio structure and rebalancing, performance monitoring, manager selection, spending policy and overall investment policy.
Steve received a BBA in Finance with an emphasis on Accounting from the University of Iowa. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™, International Foundation of Employee Benefit Plans and Defined Contribution Institutional Investment Association (DCIIA).
Steve received a BBA in Finance with an emphasis on Accounting from the University of Iowa. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™, International Foundation of Employee Benefit Plans and Defined Contribution Institutional Investment Association (DCIIA).
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.
