Profile
Mr. Eric W.
Bennett is a Chief Investment Officer at Tolleson Private Wealth Management LP, at Tolleson Wealth Management (Private Equity) and a Chief Investment Officer & Director at Tolleson Wealth Management, Inc. He is on the Board of Directors at Tolleson Private Wealth Management LP and Tolleson Wealth Management, Inc. Mr. Bennett brings more than 30 years of experience in wealth management, investment management, and philanthropy.
He was Chief Executive Officer for the firm’s private wealth management division until 2013, playing a key, decision-making role for investment strategy, asset allocation, and manager selection.
In 2013, he became the founding Executive Director of the Brain Performance Institute at the Center for BrainHealth, a University of Texas System organization.
He was an active volunteer at the Center for BrainHealth for 10 years and joined full time in a leadership role to build and grow the Institute.
Under his direction, the Institute substantially increased visibility and credibility in the community.
He began his career with PricewaterhouseCoopers (PwC) in 1987.
He later joined Ernst & Young, where he served as Senior Manager for private clients and led the firm’s Southwest Area Investment Advisory Services team.
He received a bachelor’s degree in Finance with honors from the University of Missouri.
He is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA).
Eric Bennett active positions
Companies | Position | Start |
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Satori Capital LLC
Satori Capital LLC Investment ManagersFinance Satori Capital LLC (Satori Capital) is a private equity firm founded in 2008 by Sunny Creek Vanderbeck and Randy Marc Eisenman. The firm is headquartered in Dallas, Texas. | Consultant / Advisor | 2016-04-30 |
Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Founder | 1999-12-31 |
Tolleson Wealth Management (Private Equity)
Tolleson Wealth Management (Private Equity) Investment ManagersFinance Tolleson Wealth Management is a Private Equity/Venture Capital firm subsidiary of Tolleson Wealth Management, Inc. The firm is headquartered in Dallas, Texas. | Chief Investment Officer | 2016-12-31 |
Tolleson Private Wealth Management LP
Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Chief Investment Officer | 2017-04-30 |
Training of Eric Bennett
University of Missouri | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Tolleson Wealth Management, Inc.
Tolleson Wealth Management, Inc. Investment ManagersFinance Tolleson Wealth Management, Inc. provides financial and wealth management services. It offers strategic services, investment services, mobile and online banking, and remote deposit capture. The company was founded by Eric W. Bennet and John Tolleson in 2000 and is headquartered in Dallas, TX. | Finance |
Tolleson Private Wealth Management LP
Tolleson Private Wealth Management LP Investment ManagersFinance Tolleson Private Wealth Management LP (TPWM) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tolleson Wealth Management of Delaware, Inc., ultimately owned by Tolleson Wealth Management, Inc. TPWM provides investment advisory services to high net-worth individuals, estates, trusts, foundations, the Funds, trust accounts at Tolleson Private Bank and National Philanthropic Trust. | Finance |
Satori Capital LLC
Satori Capital LLC Investment ManagersFinance Satori Capital LLC (Satori Capital) is a private equity firm founded in 2008 by Sunny Creek Vanderbeck and Randy Marc Eisenman. The firm is headquartered in Dallas, Texas. | Finance |
Tolleson Wealth Management (Private Equity)
Tolleson Wealth Management (Private Equity) Investment ManagersFinance Tolleson Wealth Management is a Private Equity/Venture Capital firm subsidiary of Tolleson Wealth Management, Inc. The firm is headquartered in Dallas, Texas. | Finance |
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