Eric Bennett

Eric Bennett

Fondatore presso Tolleson Wealth Management, Inc.

Finance
Consumer Services

Profilo

Mr. Eric W.
Bennett is a Chief Investment Officer at Tolleson Private Wealth Management LP, at Tolleson Wealth Management (Private Equity) and a Chief Investment Officer & Director at Tolleson Wealth Management, Inc. He is on the Board of Directors at Tolleson Private Wealth Management LP and Tolleson Wealth Management, Inc. Mr. Bennett brings more than 30 years of experience in wealth management, investment management, and philanthropy.
He was Chief Executive Officer for the firm’s private wealth management division until 2013, playing a key, decision-making role for investment strategy, asset allocation, and manager selection.
In 2013, he became the founding Executive Director of the Brain Performance Institute at the Center for BrainHealth, a University of Texas System organization.
He was an active volunteer at the Center for BrainHealth for 10 years and joined full time in a leadership role to build and grow the Institute.
Under his direction, the Institute substantially increased visibility and credibility in the community.
He began his career with PricewaterhouseCoopers (PwC) in 1987.
He later joined Ernst & Young, where he served as Senior Manager for private clients and led the firm’s Southwest Area Investment Advisory Services team.
He received a bachelor’s degree in Finance with honors from the University of Missouri.
He is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA).

Posizioni attive di Eric Bennett

SocietàPosizioneInizio
Consulente / Consigliere 01/05/2016
Fondatore 01/01/2000
Direttore degli Investimenti 01/01/2017
Direttore degli Investimenti 01/05/2017
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Formazione di Eric Bennett

University of Missouri Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

5

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private4

Finance

Finance

Finance

Finance

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