Bennett E. Gross serves as the Senior Wealth Advisor at Wealth Conscious Management. Bennett provides custom investment advisory solutions for ultra-high net worth individuals, their family offices and businesses. Prior to joining Wealth Conscious Management, Bennett served as a Managing Director for Jefferies and as the Chief Investment Officer for InnoVise Family Wealth Advisors. Over the course of his more than 30-year career in financial services, Bennett has worked with various RIAs and wealth advisory firms as President, Chief Investment Officer, Director of Wealth Management, Managing Director of Equities, and Investment Strategist. He began his career at Morgan Stanley, working with ultra-high-net-worth investors.
Bennett holds a Master of Business Administration from the University of California at Berkeley, where he was elected to the Beta Gamma Sigma honors society, and a Bachelor of Arts in Economics from the University of California at Irvine. He also holds Chartered Financial Analyst (CFA) and Chartered Alternative Investment Advisor (CAIA) designations.
He previously served as a mentor for the Fulfillment Fund–an organization dedicated to making college a reality for students growing up in educationally and economically under-resourced communities. Bennett lives in Brentwood, California, with his wife and college sweetheart, Brenda. They have one grown son.