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Wayne Boenig

Chief Investment Officer

Wayne Boenig is the Chief Investment Officer for Sapers & Wallack. He has been in the investment management and consulting field since 1988. Before joining Sapers & Wallack in 2018, Wayne spent fifteen years as the Chief Investment Consultant for The PFE Group, where he developed and led the company’s investment research efforts for their retirement plan advisory clients overseeing 8.2 billion in corporate retirement plan assets. Prior experience includes five years as Director of Quantitative Analytics at Loomis, Sayles & Co., L.P., a Boston-based investment management firm, where he also served as client liaison in the firm’s Consultant Relations Department, and nine years as Director of Manager Research for LPL Financial Services and as Senior Investment Management Analyst for The Smith Barney Consulting Group. He has performed extensive research in the areas of investment performance attribution, risk management, and asset allocation modeling. Wayne was also a faculty member of the Boston University Program for Financial Planners from 2004 to 2008, where he taught classes in investments and foundations of business.

Wayne holds a B.S. in Business Administration and Economics from the University Of Delaware; is a Chartered Financial Analyst (CFA®) charterholder, Certified Financial Planner™ professional (CFP® ), Accredited Investment Fiduciary (AIF®) and is a member of the Association for Investment Management and Research and the Boston Security Analysts Society.

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