Wayne heads up the investment research functions for Retirement & Benefit Partners institutional retirement plans business, as well as wealth management services. He began his career in 1988 with a national brokerage firm performing investment manager due diligence and portfolio analysis. He began applying this experience to institutional retirement plans in 2002 and has since expanded his professional responsibilities to include personal wealth management and taxation. Wayne was an adjunct professor in the Boston University Program for Financial Planners from 2004 to 2008. His professional designations include Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). Wayne holds FINRA Series 6 and 63 registrations with LPL Financial. He earned a B.S. in Business Administration from The University of Delaware.
Wayne lives in Massachusetts with his wife and two children. He is an amateur historian of the early days of radio broadcasting (1920-1960) in America and has a library of well over 10,000 hours of recordings of broadcasts from that era.