Mark A. Bennett

Mark A. Bennett, CFA

Portfolio Manager & Principal

Mark A. Bennett, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. Mark focuses on developing customized client portfolio strategies through in-depth security selection. He has extensive experience collaborating with high net worth and institutional clientele.

Mark has worked in the investment business since 1982 and earning the status of ”true trusted advisor” from his clients is the most rewarding aspect of his career. 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. Mark has significant experience in portfolio management, securities analysis, tax and wealth transfer strategies and overall financial planning.

Prior to joining HORAN Capital Advisors, Mark spent seven years with Fifth Third Bank where he worked with many of the firms’ most influential clients. Prior to that time, Mark spent 20 years in New York City as a Managing Director for Deutsche Bank/Bankers Trust where he developed portfolio strategies for many of the firm’s most affluent clients. During his years in New York, Mark served as a member of a select U.S. Equity Strategy Group that selected stocks and developed strategy for the $24 billion U.S. Private Bank. He also managed a $300 million large capitalization equity growth fund for seven years.

Community / Education

  • CFA Institute – Member
  • CFA Society of Cincinnati – Member
  • Investment Professional since 1982
  • University of New Mexico - B.S. Business Administration
  • Chartered Financial Analyst (CFA)