About Us
“Helping my clients navigate the complex financial world we live in and protecting their lifestyles is very personally rewarding. My client friendships mean a great deal to me.”
Mark Bennett is one of HORAN Wealth's most senior leaders, bringing more than 35 years of disciplined investment expertise and deeply personal client relationships to every portfolio he manages. As Principal and Portfolio Manager, Mark develops customized client portfolio strategies through in-depth security selection, drawing on extensive experience with high-net-worth and institutional clients. He believes today's rapidly changing global environment requires investors to think differently about risk and reward while holding firm to the fundamentals of sound investing. Creating solutions that protect client lifestyles and allow them to sleep at night has always been at the heart of his work — and after 35 years, those client relationships have become something he values just as deeply.
EDUCATION:
- University of New Mexico – Bachelor of Science in Business Administration
- Chartered Financial Analyst (CFA®)