Profiel
Mr. Bennett E.
Gross, CFA MBA, is Investment Strategist at EP Wealth Advisors, Inc. He is also a member of the firm’s investment committee.
He has over 30 years of experience assisting high net-worth investors in Southern California.
Prior to joining EP Wealth Advisors, Mr. Gross was the Director of Wealth Management, and was also the Managing Director of Equities and the Chair of the Investment Policy Committee at his previous employers.
He is also a mentor for the Fulfillment Fund, an organization that encourages disadvantaged youths to finish high school and attend college.
Mr. Gross was previously employed as Senior Vice President by Financial Management Advisors LLC, a Principal by Morgan Stanley, Senior Vice President by Pacific Income Advisers, Inc., a Portfolio Manager by Scudder Stevens & Clark Inc, and President by Windward Capital Management Co.
He received his undergraduate degree from the University of California, Irvine and an MBA from the University of California, Berkeley.
Eerdere bekende functies van Bennett Edward Gross
| Bedrijven | Functie | Einde |
|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Lid van de Investeringscommissie | 01-06-2016 |
Pacific Income Advisers, Inc.
 Pacific Income Advisers, Inc. Investment ManagersFinance Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients. | Portefeuillebeheerder-Aandelen | 23-03-2009 |
| MORGAN STANLEY | Corporate Officer/Principal | - |
| Scudder Stevens & Clark Inc | Portefeuillebeheerder-Aandelen | - |
Windward Capital Management Co.
 Windward Capital Management Co. Investment ManagersFinance Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities. | President | - |
Opleiding van Bennett Edward Gross
| University of California, Berkeley | Masters Business Admin |
| University of California, Irvine | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Bedrijven in privébezit | 5 |
|---|---|
| Scudder Stevens & Clark Inc | Finance |
Financial Management Advisors LLC
 Financial Management Advisors LLC Investment ManagersFinance Financial Management Advisors, LLC (FMA) is an independent registered investment advisor originally established in Los Angeles in 1985. The firm creates and manages investment programs for corporations, pension funds, endowments, foundations, families and high net worth individuals. | Finance |
Pacific Income Advisers, Inc.
Pacific Income Advisers, Inc. Investment ManagersFinance Pacific Income Advisers, Inc. (PIA) is an independent, employee-owned registered investment advisory firm headquartered in El Segundo, California. The firm was founded by Lloyd McAdams and Heather Baines in 1986. PIA provides professional investment management services for public funds, Taft-Hartley plans, corporations, insurance companies, endowments, foundations and private clients. | Finance |
Windward Capital Management Co.
Windward Capital Management Co. Investment ManagersFinance Windward Capital Management Co. (Windward) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1996 and is a subsidiary of The Windward Capital Group. In 2023, the firm and its parent company were acquired by Windward Group Holding Co. LLC. Windward provides investment advice to individuals; pension and profit-sharing plans; trusts, estates or charitable organizations; and corporations or business entities. | Finance |
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
