Archives: Advisors

  • Bennett E. Gross serves as Managing Director and Financial Advisor at Jefferies, a leading global, full-service investment banking and capital markets firm. Based out of wealth management’s Los Angeles office, Bennett provides custom investment advisory solutions for ultra-high net worth individuals, their family offices and businesses. Prior to joining Jefferies, Bennett served as Chief Investment Officer for InnoVise Family Wealth Advisors, responsible for the firm’s economic outlook and investment strategy, and research and investment platform. 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.

    Bennett Gross

    Managing Director