Bennett Gross
About Bennett Gross
Bennett Gross is the Managing Director at Jefferies and Chief Investment Officer at InnoVise Family Wealth Advisors, with a long career in finance and investment management.
Managing Director at Jefferies
Bennett Gross is currently serving as Managing Director at Jefferies. He assumed this role in 2022 in Los Angeles, California. In this capacity, Bennett leads various initiatives and strategies to bolster the company's market presence and financial performance. His role involves significant responsibilities in managing client relationships and overseeing investment operations.
Chief Investment Officer at InnoVise Family Wealth Advisors
Since 2021, Bennett Gross has been acting as the Chief Investment Officer at InnoVise Family Wealth Advisors in Los Angeles. In this role, he is responsible for developing and implementing investment strategies tailored to the needs of high-net-worth families. His focus is on optimizing portfolio performance and ensuring long-term financial growth for the firm's clients.
Previous Roles in Financial Management
Bennett Gross has held several key positions in the financial sector over the years. He was President at L&S Advisors, Inc. from 2016 to 2021 and an Investment Strategist at EP Wealth Advisors from 2012 to 2016. Additionally, he served as the Director of Wealth Management at Pacific Wealth Advisers from 2008 to 2012 and the Managing Director - Equities at Financial Management Advisors LLC from 2004 to 2008. These roles underscored his leadership abilities and expertise in wealth management and investment strategies.
Educational Background and Designations
Bennett Gross holds an MBA in Finance and Capital Markets from the University of California, Berkeley - Walter A. Haas School of Business, and a Bachelor's degree in Economics from the University of California, Irvine. During his MBA studies, he was elected to the Beta Gamma Sigma honor society. Bennett also holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Advisor (CAIA) designations, which underline his professional competence and advanced knowledge in investment management.
Early Career Experience
Bennett Gross began his career at Morgan Stanley, where he worked with ultra-high-net-worth investors from 1985 to 1995. This early experience provided him with a strong foundation in investment management and client relations, laying the groundwork for his subsequent leadership roles in the industry.