Bennett Gross

Bennett Gross Email and Phone Number

President and Senior Wealth Advisor @ Wealth Conscious Management
Los Angeles, CA, US
Bennett Gross's Location
Los Angeles, California, United States, United States
Bennett Gross's Contact Details
About Bennett Gross

Bennett Gross is the Chief Investment Officer for InnoVise Family Wealth Advisors, helping to establish asset allocation guidelines for the firm’s clients. Bennett has more than 30 years of experience in all facets of the investment management and financial services industry. He most recently served as the President of a Brentwood-based Registered Investment Office, the Investment Strategist for a Torrance-based Registered Investment Advisor, and as the Director of Wealth Management and the Director of Equity Investments for a Santa Monica based Registered Investment Advisory. Bennett was also the Chair of the Investment Committee and the Managing Director of Equities for a Century City based advisory firm. Bennett began his career at Morgan Stanley working with ultra high net-worth investors.Bennett holds a Bachelor of Arts degree in Economics from the University of California at Irvine, and a Masters in Business Administration degree from the University of California at Berkeley, where he was elected to the Beta Gamma Sigma honors society. Bennett also holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Advisor (CAIA) designations.Bennett lives in the Mountaingate community of Brentwood with his wife and college sweetheart. They have one grown son.Specialties: Investment Management Wealth AdvisoryFinancial PlanningFinancial Reporting Portfolio ManagementProfitability & Cash Flow Management Investment Services Financial Analysis

Bennett Gross's Current Company Details
Wealth Conscious Management

Wealth Conscious Management

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President and Senior Wealth Advisor
Los Angeles, CA, US
Website:
wcmca.com
Employees:
2
Bennett Gross Work Experience Details
  • Wealth Conscious Management
    President And Senior Wealth Advisor
    Wealth Conscious Management
    Los Angeles, Ca, Us
    View
  • Jefferies
    Managing Director
    Jefferies Oct 2022 - Present
    Los Angeles, California, United States
    View
  • Innovise Family Wealth Advisors
    Chief Investment Officer
    Innovise Family Wealth Advisors Nov 2021 - Present
    Los Angeles, California, United States
    View
  • L&S Advisors, Inc.
    President
    L&S Advisors, Inc. Jun 2016 - Dec 2021
    Greater Los Angeles Area
    As president of L&S Advisors, I was responsible for maintaining our proprietary Risk Pulse®, which helped the firm manage the risk of their clients' portfolios through the examination of more than 200 different economic data points. As a member of the firm's Investment Committee, I was involved in establishing investment guidelines for the firm's growing list of clients.
    View
  • Ep Wealth Advisors
    Investment Strategist
    Ep Wealth Advisors Jan 2012 - Jun 2016
    Greater Los Angeles Area
    I served on the Investment Committee for EP Wealth Advisors, a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations.
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  • Pacific Wealth Advisers A Division Of Pacific Income Advisers
    Director Of Wealth Management
    Pacific Wealth Advisers A Division Of Pacific Income Advisers Jun 2008 - Jan 2012
    Greater Los Angeles Area
    * Maintained full responsibility for managing high net worth business including asset allocation, portfolio sector weights, relative attractiveness of different asset classes, and selection of investment managers and products for inclusion in clients’ portfolios.* Cultivated positive and enduring relationships with a diverse clientele.* Conceptualized and produced a website for the wealth management subsidiary.* Served as the Lead Portfolio Manager for the Core Equity product. * Designed marketing collateral as well as created a quarterly newsletter, economic report, and chart package for clients.www.PacificWealthAdvisers.com
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  • Financial Management Advisors Llc
    Managing Director - Equities
    Financial Management Advisors Llc May 2004 - May 2008
    Industry: Investment Management (2004 – 2008)* Appointed as the Chairman of the firm’s Investment Policy Committee.* Acted as the Lead Portfolio Manager for 2 equity products including the Core Equity product that consistently exceeded the performance of the S&P 500 and Income Equity Fund designed to generate bond-like income with equity growth potential.* Directed operations management, strategic planning, and client services responsibilities.* Established and managed relationships with high net worth clients.* Managed asset allocation, portfolio sector weights, and relative attractiveness of various asset classes.* Authored the firm’s quarterly review to clients.
  • Windward Capital Management Co
    President And Chief Investment Officer
    Windward Capital Management Co Jan 1996 - May 2004
    Industry: Investment Management (1996 – 2004)* Selected as the Chief Investment Officer charged with asset allocation decisions, portfolio sector weightings, and authoring quarterly newsletters.* Executed portfolio management responsibilities for high net worth individuals and small institutions.* Played a key role in increasing client retention within a saturated market place.* Supported sales, marketing, and business development initiatives.
  • Early Career
    Early Career Experience:
    Early Career 1985 - 1995
    Private Investment Counselor – Scudder, Stevens & Clark, Los Angeles, CaliforniaIndividual Investor Services – Morgan Stanley & Co., Inc., New York & CaliforniaConsultant – Arthur Young & Company, San Francisco, CaliforniaEconomist – Orange County Environmental Management Agency, Santa Ana, California

Bennett Gross Education Details

Frequently Asked Questions about Bennett Gross

What company does Bennett Gross work for?

Bennett Gross works for Wealth Conscious Management

What is Bennett Gross's role at the current company?

Bennett Gross's current role is President and Senior Wealth Advisor.

What is Bennett Gross's email address?

Bennett Gross's email address is be****@****bal.net

What is Bennett Gross's direct phone number?

Bennett Gross's direct phone number is +131066*****

What schools did Bennett Gross attend?

Bennett Gross attended University Of California, Berkeley - Walter A. Haas School Of Business, University Of California, Irvine, Uc Irvine.

What are some of Bennett Gross's interests?

Bennett Gross has interest in Collecting Antiques, Sweepstakes, Home Improvement, Reading, Shooting, Sports, The Arts, Golf, Home Decoration, Cooking.

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