Bennett Gwynn recently joined Edge as a Portfolio Manager and Analyst. In his roles, he works closely with our Senior Wealth Advisors to build customized investment portfolios to meet the specific needs and objectives of our clients.
His journey in finance commenced at Southern Methodist University (SMU), where he earned an undergraduate degree, laying a solid foundation for the future. Fueled by a passion for understanding the intricacies of financial markets, he pursued further education at Pepperdine University, receiving an MBA with a concentration in Finance.
His professional trajectory has been marked by roles that have allowed him to translate theoretical knowledge into tangible results for clients. As a Senior Associate and Paraplanner at his previous firm, he orchestrated the design and implementation of bespoke portfolios and asset management strategies tailored to meet diverse client needs. His approach is characterized by meticulous attention to detail, a commitment to delivering excellence, and an unwavering focus on achieving client objectives.
Born and raised in Atlanta, Bennett loves to work in his hometown and shares his enthusiasm for the local sports teams, particularly the Falcons. Additionally, he loves discussing books, films, and/or TV shows with anyone and everyone. He tries to read as often as possible, and his previous work experience in the film industry has further invigorated his passion for all things on the big screen.
