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Principal & Portfolio Manager

Bio

Mark A. Bennett, CFA®, Principal & Portfolio Manager, is a senior strategist and advisor at HORAN. For more than 35 years, Mark has focused on developing customized client portfolio strategies through in-depth security selection. He has extensive experience collaborating with high net worth and institutional clientele. He believes the rapidly changing global environment requires investors to develop a new thought process around the risk and reward spectrum of investments while maintaining the basic tenets of solid fundamental investing. Creating successful solutions that protect client lifestyles, allowing them to sleep at night is the most rewarding aspect of his business.

Areas of Expertise

Tax & Wealth Transfer
Simplifying the Complex
Securities Analysis
Portfolio Management

Community

  • Chartered Financial Analyst Institute – Member
  • Chartered Financial Analyst Society of Cincinnati – Member

Mark A. Bennett, CFA

Favorite HORAN Fundamental
Do What's Best for the Client