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Profil
Wayne Everett Boenig worked as a Vice President at Loomis, Sayles & Co. LP from 1997 to 2002, as a Vice President at Smith Barney, Inc. from 1988 to 1996, as a Director of Research at LPL Financial LLC from 1996 to 1997, and as a Chief Investment Consultant at United Capital Financial Advisers LLC from 2009 to 2018.
He received his undergraduate degree from the University of Delaware in 1984.
Anciens postes connus de Wayne Everett Boenig
| Sociétés | Poste | Fin |
|---|---|---|
United Capital Financial Advisors LLC
 United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Membre du Comité d'Investissement | 02/01/2018 |
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Corporate Officer/Principal | - |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Directeur de la Recherche - Actions | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Wayne Everett Boenig
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
5
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance. | Finance |
United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
