Meet Our Team
Chris Beneke

Chris Beneke
Investment Advisor
(502) 259-2512
Chris.Beneke@syb.com

Chris Beneke is a seasoned Investment Advisor with over two decades of experience in banking and investment research. Previously with Commonwealth Bank Trust Company, Chris spent 16 years in the Trust department, where he served as a portfolio manager.

Starting as an analyst focused on large-cap companies for the core equity strategy, Chris quickly rose to become the head equity trader and proxy voter for the Trust department. He played a pivotal role in establishing, monitoring, and reviewing processes for mutual funds, and creating disclosures for 401k retirement plans in accordance with DOL reporting regulations.

In addition to his general mutual fund and equity research, Chris specializes in equity coverage for the discretionary sector. He conducts in-depth analysis of individual stocks on investment approved and monitored lists, and identifies market trends for strategic and tactical allocation ideas. As a portfolio manager for the past ten years, Chris has ensured that his clients are invested in the most appropriate asset allocation and investment lineup based on their risk tolerance level.

Chris holds a Bachelor of Arts in Economics from Rollins College and an MBA from Bellarmine University. He is a Registered Financial Consultant (RFC®), demonstrating his commitment to professional excellence.