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Career history of Bennett Edward Gross
Former positions of Bennett Edward Gross
Companies | Position | Start | End |
---|---|---|---|
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. | Investment Committee Member | 2011-12-31 | 2016-05-31 |
Market Strategist | 2011-12-31 | 2016-05-31 | |
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. | Portfolio Manager-Equities | 2009-03-22 | 2009-03-22 |
Portfolio Manager-Fixed Income | 2009-03-22 | 2010-11-09 | |
MORGAN STANLEY | Corporate Officer/Principal | - | - |
Scudder Stevens & Clark Inc | Portfolio Manager-Equities | - | - |
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. | Chief Investment Officer | - | - |
President | - | - | |
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. | Head-Equity Investments | - | - |
Training of Bennett Edward Gross
University of California, Irvine | Undergraduate Degree |
University of California, Berkeley | Masters Business Admin |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Equities | 2 |
Head-Equity Investments | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
MORGAN STANLEY | Finance |
Private companies | 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 |
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