Ross M. Bennett, MBA, CFA
“Ultimately, if we can do well for our clients with their investments, that's just going to make their retirement or their future life more satisfying to them, or at least allow them to do more of the things that they would like to do.”
About Ross
After earning a B.S. in Finance and Entrepreneurship (with a minor in economics) from the Kelley School of Business at Indiana University, Ross returned to his alma mater to earn an MBA in Finance and Accounting, as well. He worked as a financial consultant with PNC Bank and held a similar position with MassMutual before tha. tHe joined Woodley Farra Manion as a portfolio manager and research analyst in 2010. He is a Chartered Financial Analyst.
Like much of the team at Woodley Farra Manion, Ross is from a small town. “I like the analytical work we do, but I also like being able to help people and make a positive contribution to their life. You know, my dad had a 401K at work and he invested too much in his company's stock and ended up losing a lot of money. That kind of solidified my desire to get into this line of work.”