Jeff Bennett, AIF®, MBA

Jeff began his career on Wall Street where he built his skills with the best. From there, he went to work for a third-party benefit plan administrator with a niche in prevailing wage in Albany, NY. He spent three years assisting merit shop construction companies on everything from plan design to daily recordkeeping. Jeff then earned his MBA and was hired as director of human resources by one of his larger construction clients. While there, he supervised the payroll, benefits, and legal compliance for 400+ electrical workers and gained first-hand experience with prevailing wage rules and government regulators.

In 2000, Jeff joined his long-time business associate, Tom Santa Barbara, to start Direct Advisors, now a division of HUB Retirement and Wealth Management, raising the bar on service quality and accountability the way he’d always imagined it. Jeff co-founded the company with a vision of bringing together compliance and integrity to provide maximum value for clients.

Jeff holds the Accredited Investment Fiduciary (AIF®) designation and maintains his Series 65 registration with Global Retirement Partners, LLC, an SEC registered investment advisor.

Jeff is an active board member of the Albany chapter of the Entrepreneurs’ Organization.