You're signed outSign in or to get full access.
Ross Bennett
Portfolio Manager at Woodley Farra Manion Portfolio Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Woodley Farra Manion Portfolio Management | Portfolio Manager | Jun 2010 to Present | — |
| PNC Financial Services Group | Licensed Financial Consultant | Apr 2008 to Jun 2010 | — |
| MassMutual Financial Group | Financial Services Professional | Jun 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
Others at Woodley Farra Manion Portfolio Management Inc. (8)
| Name | Role | Location |
|---|---|---|
D Don Woodley | Principal | Indianapolis, IN , United States |
| Principal | Indianapolis, IN , United States | |
| Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
| Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
K Kyle Harlemert | Portfolio Manager and Research Analyst | Indianapolis, IN , United States |
M Michael Manion | Principal | Indianapolis, IN , United States |
| Research Analyst | Indianapolis, IN , United States | |
N Natalia De Ugarte Munoz | Investment Analyst | Indianapolis, IN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Bedel Financial Consulting, Inc. | Indianapolis, IN , United States | |
| Portfolio Manager | Bedel Financial Consulting, Inc. | Indianapolis, IN , United States | |
A Andrew Renz | Chief Investment Officer | Invst, LLC | Indianapolis, IN , United States |
| Partner | Invst, LLC | Zionsville, IN , United States |