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Wayne Boenig

Wayne Boenig

Staff Accountant

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location of Wayne BoenigSouthborough, Massachusetts, United States

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  • Timeline

  • About me

    Chief Investment Consultant at Retirement & Benefit Partners

  • Education

    • Cornwall Central High School

      1975 - 1980

      Activities and Societies: I pulled off the rare double-play of being on both the Math Team and the Football Team. I was much more valuable to the Math Team. My job on the Football Team was to make sure we had eleven players on the field.

    • Alfred Lerner College of Business & Economics at University of Delaware

      1980 - 1984
      BSBA Finance

  • Experience

    • MBank USA

      Apr 1985 - Mar 1988
      Staff Accountant

      Managed the company softball team and earned some money on the side by reconciling overnight repurchase and similar accounts for credit card lending operations. Also served as in-house instructor for users of Lotus 1-2-3. (Does anybody remember that software?)

    • Salomon Smith Barney

      Mar 1988 - Feb 1996
      VP, Sr. Investment Management Research Analyst

    • LPL Financial Services

      Feb 1996 - Jan 1997
      Director of Research

    • Loomis Sayles & Co.

      Feb 1997 - Feb 2002
      VP, Quantitative Analyst

    • The PFE Group

      Nov 2002 - Jan 2018
      Chief Investment Consultant

      All-purpose consultant to numerous corporate retirement plans (DB and DC), providing services in the areas of investments, plan design, participant education, and a smattering of compliance.

    • Boston University

      Jan 2004 - Dec 2008
      Adjunct Professor

      Taught CFP classes in Investments and Foundations of Business

    • Self employed

      May 2019 - Mar 2021
      Independent Investment and Retirement Plan Consultant

    • Retirement & Benefit Partners

      Mar 2021 - now
      Chief Investment Consultant

  • Licenses & Certifications