Chris Beneke has 20 years of banking and investment research experience previously with Commonwealth Bank Trust Company. He had been in the Trust department for 16 years, and served as portfolio manager for the past eight years. Chris began in the trust department primarily as an analyst with a focus on large cap companies for our core equity strategy and quickly became the head equity trader for the department and proxy voter. During his tenure, Chris was instrumental in establishing a monitoring and review process for mutual funds that can be used for client and institutional accounts as well as creating various disclosures for 401k retirement plans in accordance with DOL reporting regulations.
Along with providing general mutual fund and equity research, Chris focuses on and is responsible for equity coverage for the Discretion sectors. This research includes assessment of price actions in individual stocks on investment approved and monitored lists, and market trends for strategic and tactical allocation ideas. In addition to his research responsibilities, he has been a portfolio manager for the past eight years and is in charge of assuring his clients are in the most appropriate asset allocation and investment lineup given their risk tolerance level.
Chris holds a BA in Economics from Rollins College and a MBA from Bellarmine University. He is a Registered Financial Consultant (RFC®).