TROY, Mich.--(BUSINESS WIRE)--Portfolio Solutions®, a national SEC federally registered investment advisory firm, is pleased to announce the appointment of renowned Vanguard investment strategist Don Bennyhoff, CFA, to the dual roles of Investment Committee Chairman and Director of Investor Education. Annette VanderLinde, MBA, AIF®, CWS®, joins the team as Chief Client Officer for the organization.
Bennyhoff spent over 22 years at The Vanguard Group, and was a Founding Member of the Investment Strategy Group, in the role of Senior Investment Strategist. He was the co-creator and co-author of the groundbreaking Advisor’s Alpha® program, which demonstrates and qualifies the role of sound, professional financial advice.
VanderLinde brings over 15 years of experience to Portfolio Solutions®, having previously overseen 50 financial associates and hundreds of key client relationships across 5 states for a regional investment advisory firm.
“Don and Annette epitomize the type of servant-leadership and client-service oriented individuals we are looking to add to this rapidly growing company,” said Jim Gladney, Chairman and CEO, Portfolio Solutions®. “Don thought he was retiring, and even got a few weeks of Montana fly-fishing in the books, before I convinced him to hang up his waders and join our team. To have an investing powerhouse of his caliber onboard is a tremendous honor.”
“Sometimes you just click with people, and Jim and I hit it off many years ago,” said Bennyhoff. “The most important thing for me in considering this opportunity was a personal connection to the team and a shared passion for keeping clients’ needs at the forefront of everything we do. Fly-fishing can wait a bit longer – I cannot wait to apply my investing experience here for the benefit of every single one of our clients.”
Gladney concludes: “2020 has been a trying year for the world, for our country and for our clients. We have been tested on multiple levels. Our clients need us now more than ever to offer comprehensive, confident investment counsel. By adding these two exceptional professionals to an already robust team of financial stars, we’re better positioned than ever to offer precisely that.”
Portfolio Solutions® has extensive experience operating in a virtual office capacity with its clients, who currently reside in more than 40 states. In the midst of the Covid-19 pandemic, roughly half of its management team also continues collaborating from different regions of the United States. The company believes this trend is here to stay and seeks to continue adding the best talent available regardless of physical location.
Headquartered in Troy, Michigan, Portfolio Solutions® is a national, full-service provider of integrated wealth planning and investment management services, led by James S. Gladney. We have been helping clients to work confidently toward achieving their long-term financial goals, since 1999. Portfolio Solutions® has a long-standing and enduring commitment to index investing strategies. For more information, visit https://portfoliosolutions.com