Jeff Loehwing

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jeff Loehwing is an institutional retirement plan financial advisor based in Allentown, PA.

Jeff joined CAPTRUST in 2010 as a senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Jeff served as vice president with Newport Capital Group and has worked in the industry since 1994.

Education

  • Bachelor of Science in finance from King’s College

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020, 2021, 2022, 2023, 2024 (Team Allentown)
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Doylestown)

Article

Upcoming Webinar! Quarterly Industry Insights: Insurance Industry

As their retirement plan advisor, CAPTRUST serves almost 100 clients in the insurance industry, with more than $34 billion in plan assets. Our advisors recently completed quarterly review discussions with these clients.

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