Sign in

You're signed outSign in or to get full access.

Ross Bennett

Ross Bennett

Portfolio Manager at Woodley Farra Manion Portfolio Management Inc.

Indianapolis, IN , United States

About

Ross Bennett, CFA, serves as a Portfolio Manager at Woodley Farra Manion Portfolio Management in Indianapolis, IN, where he has managed client portfolios and conducted investment research since 2010. In this capacity, he is responsible for asset allocation, security selection, and developing investment strategies tailored to clients’ long-term financial objectives, collaborating closely with the firm’s research team to deliver comprehensive solutions.

His expertise spans multiple sectors, with a particular focus on equity analysis and multi-asset portfolio construction for high-net-worth individuals and institutional clients. Ross brings deep knowledge of fundamental investment analysis, risk management, and long-term wealth preservation, applying rigorous research to identify value opportunities and manage market risk.

Ross holds both an MBA in Finance and Accounting and a BS in Finance and Entrepreneurship with a minor in Economics from Indiana University’s Kelley School of Business. Prior to joining Woodley Farra Manion, he worked as a financial consultant with PNC Financial Services Group and held a similar role at MassMutual. His commitment to the investment profession is also demonstrated by his Chartered Financial Analyst (CFA) designation, reflecting a high standard of competence and ethical practice in portfolio management.

Career History

OrganizationRoleDate RangeDetails
Woodley Farra Manion Portfolio ManagementPortfolio ManagerJun 2010 to Present
PNC Financial Services GroupLicensed Financial ConsultantApr 2008 to Jun 2010
MassMutual Financial GroupFinancial Services ProfessionalJun 2007 to Jan 2008

Education

Indiana University - Kelley School of Business

Master of Business Administration (MBA), Finance and Accounting

2009 2012

Indiana University - Kelley School of Business

Bachelor of Science in Business (BS), Finance and Entrepreneurship, minor in Economics

2002 2007

Skills & Expertise

Portfolio Management
Investment Valuation
Investment Advisory
Financial Modeling
Financial Analysis
Analysis
Finance
Corporate Finance
Risk Management
Investments
Microsoft Excel
Financial Services

Others at Woodley Farra Manion Portfolio Management Inc. (8)

NameRoleLocation
D
Don Woodley
PrincipalIndianapolis, IN , United States
George Farra
George Farra
PrincipalIndianapolis, IN , United States
Jared Ruxer
Jared Ruxer
Portfolio Manager and Research AnalystIndianapolis, IN , United States
John Shelbourne
John Shelbourne
Portfolio Manager and Research AnalystIndianapolis, IN , United States
K
Kyle Harlemert
Portfolio Manager and Research AnalystIndianapolis, IN , United States
M
Michael Manion
PrincipalIndianapolis, IN , United States
Levi Gates
Levi Gates
Research AnalystIndianapolis, IN , United States
N
Natalia De Ugarte Munoz
Investment AnalystIndianapolis, IN , United States

Similar Fund Managers

NameRoleFundLocation
Anthony Harcourt
Anthony Harcourt
Portfolio ManagerBedel Financial Consulting, Inc.Indianapolis, IN , United States
Austin Stagman
Austin Stagman
Portfolio ManagerBedel Financial Consulting, Inc.Indianapolis, IN , United States
A
Andrew Renz
Chief Investment OfficerInvst, LLCIndianapolis, IN , United States
Cepa McCarty
Cepa McCarty
PartnerInvst, LLCZionsville, IN , United States