Profil
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.
Anciens postes connus de Bennett Edward Gross
| Sociétés | Poste | Fin |
|---|---|---|
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. | Membre du Comité d'Investissement | 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. | Gestionnaire de Portefeuille-Actions | 23/03/2009 |
| MORGAN STANLEY | Corporate Officer/Principal | - |
| Scudder Stevens & Clark Inc | Gestionnaire de Portefeuille-Actions | - |
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 | - |
Formation de Bennett Edward Gross
| University of California, Irvine | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Sociétés cotées | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Entreprise privées | 5 |
|---|---|
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 |
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 |
| Scudder Stevens & Clark Inc | 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 |
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 |
