Mark Bennett, Cfa
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Mark Bennett, Cfa Email & Phone Number

Principal and Portfolio Manager – HORAN Capital Advisors, LLC at HORAN Wealth
Location: Cincinnati Metropolitan Area, United States, United States 4 work roles 1 school
1 work email found @horanassoc.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@horanassoc.com
LinkedIn Profile matched
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Current company
Role
Principal and Portfolio Manager – HORAN Capital Advisors, LLC
Location
Cincinnati Metropolitan Area, United States, United States
Company size

Who is Mark Bennett, Cfa? Overview

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Quick answer

Mark Bennett, Cfa is listed as Principal and Portfolio Manager – HORAN Capital Advisors, LLC at HORAN Wealth, a company with 48 employees, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at horanassoc.com and a matched LinkedIn profile for Mark Bennett, Cfa.

Mark Bennett, Cfa previously worked as Principal & Portfolio Manager – HORAN Capital Advisors, LLC at Horan Wealth and Vice President at Fifth Third Bank. Mark Bennett, Cfa holds Bba from Unm Anderson School Of Management.

Company email context

Email format at HORAN Wealth

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*@horanassoc.com
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AeroLeads found 1 current-domain work email signal for Mark Bennett, Cfa. Compare company email patterns before reaching out.

Profile bio

About Mark Bennett, Cfa

Helping clients maximize wealth through proper estate planning, risk management and fundamental investing.HORAN Capital Advisors, LLC (HCA) provides critical, timely and objective advice to clients in the high-net worth segmentation. HCA helps individuals on two fronts: developing customized investment portfolios focusing on risk-adjusted returns and providing counsel relative to business and family planning.HORAN was founded in 1948 by Jack Horan and is currently one of the region’s largest privately held financial services organizations. The company employs over 140 individuals dedicated to serving over 500 companies and 250,000 individuals in 40 states. HORAN is dedicated to rendering the best possible advice pertaining to health, wealth and life. HORAN Wealth currently comprises over twenty individuals and advises on approximately $1.5 billion in assets.* * Statistical information referenced encompasses all HORAN organizations including HORAN Associates, Inc., HORAN Securities, Inc., & HORAN Capital Advisors, LLC.Specialties: Investment Management, Financial & Estate Planning, Group Benefits, Insurance

Listed skills include Wealth Management, Investments, Portfolio Management, Financial Services, and 6 others.

Current workplace

Mark Bennett, Cfa's current company

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HORAN Wealth
Horan Wealth
Principal and Portfolio Manager – HORAN Capital Advisors, LLC
Cincinnati, OH, US
Website
Employees
48
AeroLeads page
4 roles · 44 years

Mark Bennett, Cfa work experience

A career timeline built from the work history available for this profile.

Principal And Portfolio Manager – Horan Capital Advisors, Llc

Cincinnati, OH, US

Principal & Portfolio Manager – Horan Capital Advisors, Llc

Current

Cincinnati, Ohio, US

2010 - Present ~16 yrs 5 mos

Managing Director

Bankers Trust/Deutsche Bank
1982 - 2002 ~20 yrs
1 education record

Mark Bennett, Cfa education

  • Unm Anderson School Of Management
    Unm Anderson School Of Management
    Bba
FAQ

Frequently asked questions about Mark Bennett, Cfa

Quick answers generated from the profile data available on this page.

What company does Mark Bennett, Cfa work for?

Mark Bennett, Cfa works for HORAN Wealth.

What is Mark Bennett, Cfa's role at HORAN Wealth?

Mark Bennett, Cfa is listed as Principal and Portfolio Manager – HORAN Capital Advisors, LLC at HORAN Wealth.

What is Mark Bennett, Cfa's email address?

AeroLeads has found 1 work email signal at @horanassoc.com for Mark Bennett, Cfa at HORAN Wealth.

Where is Mark Bennett, Cfa based?

Mark Bennett, Cfa is based in Cincinnati Metropolitan Area, United States, United States while working with HORAN Wealth.

What companies has Mark Bennett, Cfa worked for?

Mark Bennett, Cfa has worked for Horan Wealth, Fifth Third Bank, and Bankers Trust/Deutsche Bank.

How can I contact Mark Bennett, Cfa?

You can use AeroLeads to view verified contact signals for Mark Bennett, Cfa at HORAN Wealth, including work email, phone, and LinkedIn data when available.

What schools did Mark Bennett, Cfa attend?

Mark Bennett, Cfa holds Bba from Unm Anderson School Of Management.

What skills is Mark Bennett, Cfa known for?

Mark Bennett, Cfa is listed with skills including Wealth Management, Investments, Portfolio Management, Financial Services, Estate Planning, Securities, Investment Management, and Finance.

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